Two Greeks have made it into the top-100 ranking for Australia’s financial advisors, according to a scorecard published in The Australian newspaper.
Koda Capital’s Partner and Head of Structuring and Tax Ben Andreou features at number 33.
Previously a Director at PwC’s Private Clients business advisory portfolio, Mr Andreou is a Sydney University graduate of Accounting, Finance and Commercial Law.
His company bio states that he specialises in advising high net wealth families and senior executives in personal financial management and after-tax wealth maximisation.
Spot number 45 on the ranking list is taken by Adelaide-based Steve Triantafyllidis, Morgan Stanley’s Executive Director.
Mr Triantafyllidis, reads his company bio, has more than 30 years of experience in portfolio management, asset allocation and equity research in Australian and international markets.
He has previously worked as Chief Investment Officer and Head of Equities roles in London and Zurich.
Mr Triantafyllidis was also recognised in 2021 by American magazine for investors Barron’s, as one of Australia’s Top 100 Financial Advisers.
The Top 100 Financial Advisers list is a collaboration between The Australian and Barron’s.
Rankings are based on a formula calculating a clients assets managed by the adviser, fees and revenue generated by their business, and the quality of the adviser’s business.