Meet our dedicated team of investment experts.
Based in Collins Street Melbourne, our team is made up of 45 dedicated professionals. At the helm is Dr Merv Lincoln’s son, Tim Lincoln.
Every member of our team has expert investment knowledge and years of experience.
Together, we help thousands of Australians achieve share market success.
We’re here to help.
Our Senior Team
Dr Merv Lincoln
Founder (1984 – 1997)
A former world-class athlete, Merv represented Australia at both the 1956 Melbourne and 1960 Rome Olympic Games, as well as at the 1958 Commonwealth Games in Edinburgh, holding the world record for the mile during this period.
He later joined the Faculty of Melbourne University’s Graduate School of Management and went on to complete his PhD thesis “The Usefulness of Accounting Ratios to Describe Levels of Insolvency Risk”.
Dr Lincoln’s ground-breaking research into the relationship between financial health and share price performance became the framework for the creation of the Lincoln Indicators business.
Chief Investment Officer (Joined 1991)
After joining us in 1991, Tim introduced Dr Lincoln’s pioneering methodology to private share investors with the development of Stock Doctor – Australia’s premier DIY sharemarket research membership platform. He was appointed Managing Director in 1997 on Dr Lincoln’s retirement, and continues to be true to his father’s vision and purpose. To this point, Tim is responsible for the company’s overall strategic direction, business management and development. He is also a member of a variety of industry bodies including the Australian Institute of Company Directors, Financial Services Institute of Australasia, Australian Shareholders Association, Australian Institute of Credit Management, and the Risk Management Institute of Australasia.
Executive Director (Joined 2003)
Elio plays an integral role in both business and product development, including the evolution and maintenance of the Stock Doctor platform. With a research career extending 15 years, Elio shares his deep technical expertise with both staff and Stock Doctor members, providing pragmatic solutions to complex research matters in an easy to understand way. He is our chief educator and key media spokesman (you may recognise him from regular segments on TV for the ABC and Sky Business television networks. He also appears on radio and is a regular contributor to the Australian Financial Review). Elio’s role includes presenting at both industry events and investment workshops.
Chief Operating Officer (Joined 2007)
As a vital member of our team for over seven years, Melissa’s role includes leading the company’s main projects to completion and overseeing day to day operations. She also uses her extensive experience to contribute to the overarching strategic direction of the business.
Head of Research
Kien leads the Stock Doctor research team and has extensive experience in the investment field, specifically in quantitative research techniques. He previously worked in the role of Portfolio Manager and Senior Quantitative Analyst at Patersons Securities for over 10 years, and prior to that, at Russell Investment providing portfolio construction and risk management strategies to large scale institutional clients including Telstra Super and UniSuper. With a background in actuarial finance, Kien is responsible for the current Stock Doctor research process, including Lincoln’s acclaimed Financial Health methodology. He is a key contributor to evolving research processes and mentor to the Stock Doctor research team.
Senior Business Development Manager - Stock Doctor
Jason joined the Lincoln team in early 2012 to lead the sales and distribution channels to the retail and corporate markets. He is the conduit between our SMSF trustees, Financial Planners and Association Groups in successfully integrating our research into their strategies and processes. His experience involves on boarding of both the self-managed and managed fund investor. Jason hosts a monthly information webinar introducing new clients to our history, methodology and high conviction approach to the markets.
Head of IT and Product Development
Sandy leads our in-house development team, responsible for the ongoing development of Lincoln Indicators’ flagship product Stock Doctor and other projects. He brings together a variety of senior staff from front-end designers, to passionate technical architects to ensure all software systems deliver above expectations.
Katrina has been with us for over eight years. Her role includes reporting to management on the company’s financial position, annual budgets and cash flow. Katrina also liaises with our external accountants and auditors, ensuring we meet all our statutory requirements.
A team that cares.
We’re proud supporters of Alzheimer’s Australia.
Alzheimer’s Australia is the peak body and charity for all types of dementia in Australia. They represent around 342,800 Australians living with dementia and an estimated 1.2 million carers. We were drawn to Alzheimer’s Australia due to their holistic approach. They provide everything from information and support, to counselling, training and education. All of this is done at no cost to the recipient.
As we like to think we’ve changed the financial market for the better, Alzheimer’s Australia is changing the way we view dementia. They are world leaders in policy, helping Australians living with dementia to be engaged, empowered and supported members of the community.
For more information visit www.fightdementia.org.au or call 1800 100 500.
Oxfam believes all lives are equal and no-one should live in poverty.
Lincoln share this belief and are supporting them to empower communities to build better lives for themselves.
Oxfam is there on the ground, not only to save lives in times of crisis but also to develop lasting solutions.
Their work spans widely because there are many causes of poverty. That’s why they are also in front of decision-makers, governments, and corporations, and speak out on the big issues.
They are tackling poverty by changing minds, systems, and lives.
For more information visit www.oxfam.org.au or call 1800 088 110
Variety Children’s Christmas Party
Since 1986 the annual Variety Children’s Christmas Party has been spreading the joy of Christmas and touching the lives of kids in need right across Victoria. Each year, the party welcomes up to 5000 children through the doors, accompanied by some 3000 carers and 500 volunteers.
For more information visit Variety Children’s Christmas Party
The Carlton Football Club, with advice from Our Watch, has developed the education program.
CARLTON RESPECTS; which seeks to educate students about respect and equality.
CARLTON RESPECTS is in response to the alarming statistics around family violence in our community and the latest research from Our Watch, showing schools and sports as important settings for change.
For more information visit CARLTON RESPECTS