About Us

Identifying suitable opportunities – in finance or investment – takes an understanding of business and of people. You can rely upon our solid experience in both.

With more than 30 years of combined finance experience we know relationships are everything in business. That’s why we promise honest, ethical financial advice. Our services are fully transparent and tailored to your personal or business needs.

Why Epoch? It’s a business that exists to help investors, borrowers, SMEs and corporations make smart financial decisions.

Will, knowledge, and action are the foundation of the Epoch brand. Get in touch and we’ll discuss the outcomes we can deliver for you.

Meet the team
Mike
Mike Sullivan
Founder
With nearly 20 years of investment, banking, and finance experience across Australia and the US Mike brings a unique perspective to clients’ financial affairs.  Experienced working with blue chip companies to start-ups across across industry verticals, Mike is able to tailor guidance and advice drawn from a track record of delivery in the financial services sector.  After starting in wealth management at Ferris, Baker Watts in Baltimore, Maryland in 2002, Mike moved to Equity Capital Markets at Fortrend Securities in Melbourne, Australia. Two years later, he joined NAB.  After 11 years working across the business bank at NAB, Mike started Epoch Financial in August 2018.  At University, Mike received a BBA in Finance from Loyola University in Baltimore, Maryland.
Nick Epoch
Nicholas Koumantatakis
Business Development Manager
Nick’s worked in finance for 6 years. He started out in asset finance, then moved to NAB as a Business Banker for 4 years. There he enjoyed working with a diverse group of small business clients. Nick owns and operates a hospitality business as well and has first hand knowledge of the challenges facing many of today’s small businesses. It help him bring an uncommonly solution-focussed work ethic to serving his clients.
Nick holds a Masters of Commerce (Finance & Financial Planning) and Bachelor’s Degree in International Studies from The University of Melbourne.

Professional guidance

The financial landscape is evolving faster than ever before. Whether you’re looking to invest, borrow or expand, experienced professional guidance throughout the process makes it a whole lot easier. Epoch’s experts have helped people and organisations through this process for years. That’s why you can be sure your goals are in good hands with our help.

Ready for your future

We understand our clients are individuals, so we don’t offer cookie cutter solutions. If you’re looking to take out a loan, select the right alternative investments or grow your SME or evolve your corporation, contact Epoch today. We’ll tailor the right option for you – and guide you through the execution to achieve your outomes elegantly and effectively.

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Let’s get started.

Good financial decisions can take some time. We realize you probably have a few questions to make sure we’re a good fit. Get in touch today for a no-fee chat about what you’re looking for, we’ll offer some ideas about how you could achieve your objectives.