We welcome you to Eikon Financial with a promise that we will work with you in achieving your financial goals and objectives.  We pride ourselves on providing leading financial planning and investment advice.

Our Services

What Eikon Financial Can Do For You

We are passionate about focusing on strategic planning which can provide significant benefits to our clients. Our strong technical background on superannuation, taxation, insurance and estate planning matters allows to apply strategies which supports our client in meeting their financial goals and objectives.
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Investing money can be challenging. Our philosophy is to keep investments simple and associated costs completely transparent. We have the expertise to construct simple, high quality investment portfolios and our back to basics approach is highly regarded by our clients and associates.
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Our level of expertise in Self Managed Superannuation Funds (SMSF) allows us to employ highly effective retirement and tax planning strategies. We provide an end-to-end administration service allowing clients to establish their own superannuation fund coupled with ongoing guidance required to ensure all tax reporting and compliance requirements are met.
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We offer a comprehensive service to review our clients’ wealth protection needs, and provide tailored advice to ensure that our clients’ families and businesses are financially secure from the impact of death, illness or injury.  We use Australia’s leading insurers to deliver personal solutions that are correctly structured to our clients’ specific needs and budget.
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Who are Eikon Financial and how can we help?

At Eikon Financial we pride ourselves on our differences to mainstream financial advisers. We are a boutique financial advisory group: ‘boutique’ because the service we offer is personalised to our clients. Couple this with a high level of specialised expertise, makes us a unique financial planning firm able to give confidence and comfort to our clients.

The Eikon Financial Approach

Our investment model is transparent and our advice dynamic: the whole time we have an awareness of the value you place on your financial security. Due to our direct investment approach we have partnered and built strong relationships, with banking institutions for cash and fixed interest solutions, as well as with our preferred investment advisory firm, to structure portfolios at the forefront of market opportunities. Beyond investment, we have strong relationships with Self Managed Superannuation Fund and Estate Planning lawyers to ensure your entire situation is addressed. Ultimately, we are here for our clients and offer a refreshing and mature view on your specific financial planning needs.


Katerina Nicolakopoulos and Ben Costigan are accredited as a
The SMSF Association is recognised as the peak body for professional advisors and the leading association within the SMSF industry in Australia.
Eikon Financial is an authorised representative of
Charter Financial Planning Limited ABN 35 002 976 294 AFS License No. 234665

Our Team

The faces behind Eikon Financial
Our team is innovative and highly specialised in all matters of financial planning which offers our clients a fresh approach to building and protecting their wealth. Our strengths focus on developing proactive strategies leading into and beyond retirement.
Katerina Nicolakopoulos
(BBus Mgt AdvDipFP SSA)
Principle Advisor
Since 1997 Katerina has built extensive financial planning knowledge, particularly in the areas of Self Managed Superannuation Funds, pre & post retirement planning, Centrelink, wealth accumulation strategies and insurance. Katerina’s previous roles include AXA Financial Planning Manager, Senior Project Consultant for Financial Services Reform, Paraplanning and Compliance Consulting.
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David Stevenson
Investment Advisor
David has been working in financial markets since 1996, initially as an investment analyst at FW Holst covering a range of industrial companies. He joined JB Were & Son in 2000 in an advisory role and has been managing funds on behalf of clients since that time. He joined Evans & Partners in October 2007.
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Ben Costigan
(BBus AdvDipFP SSA)
Financial Advisor
Ben has completed a Bachelor of Business Degree as well as the Advanced Diploma of Financial Planning. Ben has worked in the Financial Planning industry since 2010 within both retail and industry superannuation funds which has allowed him to build experience and expert knowledge in areas of Centrelink, Taxation, Personal Insurance, Superannuation and portfolio management.
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Christian Schrampf
(BBus Acc & Fin DFP)
Investment Associate
Christian entered the financial services industry in the 2005 ANZ Graduate Program and has worked in an array of professional roles encompassing: business and share analysis; bank lending policy; lending to small – medium enterprises; facilitating advice at ANZ Private; and, providing guidance on building high quality Australian share portfolios at Lincoln Indicators.
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What are our Clients saying?
"It’s almost one year since I was introduced to Katerina Nicolakopoulos, a financial advisor with EIKON.
The meeting was a preliminary discussion – no strings attached – to discuss setting up a Self-Managed Superannuation Fund as I had just accepted a redundancy package.
It was an illuminating discussion, driven by Katerina’s passion to produce the best possible financial result for me going forward.
Katerina delved deep into my financial background to elicit all the available information regarding everything about me – house, car, personal loans, credit card commitments as well as my assets.
What struck me was a genuine interest in assisting me obtain my best outcomes. I wasn’t just ‘another member’ of a Super Fund who was largely forgotten and definitely ignored, but someone who Katerina went to every possible level to help.
Once all my financial information had been provided, there was another meeting where my views on various strategic initiatives were canvassed. Such consultation was reassuring.
After these were analysed a set of proposals regarding my financial direction were drawn up in a portfolio and then implemented to achieve best possible results.
I was further given the opportunity to meet with David Stevenson from Evans and Partners, a top-of-the-town financial investor who works in conjunction with Katerina. He is full bottle on all the markets/stocks and trends.
I was always consulted, everything was explained. Repeatedly I was provided with updates and various options. Any queries I’ve had have only been a phone call away.
I was set up with immediate access to an on-line spread sheet of all my stocks and their performances. Transparency is a key to the operation.
There have been regular meetings where the performance of my SMSF is explained and new initiatives offered and explained.
Twelve months into my SMSF I’m more than comfortable that I’ve backed a winner with EIKON."
Adrian Dunn
"Katerina is a delight to work with. I just spend my time travelling and gardening and leave all that hard financial stuff to her. I’ve done very well since she took over my financial affairs. I was well placed to benefit from the post GFC recovery in the ASX."
Brian Carroll
"There are a number key differences between Katerina and her team at Eikon and other financial services companies. Katerina is proactive with our portfolio, takes a genuine interest in our future and introduces us to industry experts, who deliver strong growth through a careful analysis of a range of markets.
Eikon are reliable and instil us with confidence and as such, we highly recommend this dynamic financial services team."
Mark & Beatrice Warburton
"I have been a client of Katerina Nicolakopoulos since her arrival at Lipins Partners and the launch of Eikon Financial.

Her strength, aside from her extensive knowledge, is her ability to communicate with her clients, with whom she treats with great respect.

Katerina explains the issues with clarity…there is never a sense of haste.

She is personable, professional, motivated and interested.

I feel confident that she offers the best advice and management of my needs."
Denise Hellier

Contact Us

Thanks for stopping by, we would love to hear from you.
Eikon is committed to forming close partnerships with our clients.
This way we can understand your unique situation and customise the assistance we provide to suit your needs. Our commitment to excellence is evident in the hard working nature of our staff and the exceptional service we offer
Level 1, 55 Whitehorse Road                               P. (03) 9816-6200 Balwyn, VIC 3103, Australia                                F. (03) 9816-6299