A wealth of knowledge and experience.

Meet the Lincoln senior team

"A passionate team of professionals who empower investors to follow our mission;
to invest successfully with control, confidence and peace of mind."

Tim Lincoln

Co-Founder and Managing Director

Tim joined Lincoln Indicators in 1991, teaming up with his father Dr. Merv Lincoln to computerise and commercialise Dr. Lincoln’s PhD thesis, ‘The Usefulness of Accounting Ratios to Describe Levels of Insolvency Risk’. Their vision was to create software solutions that via the analysis of financial accounts, would calculate the Financial Health of stock exchange listed companies. This would provide a much-needed solution for DIY and SMSF investors to avoid potential corporate failures and to confidently select healthy, high quality companies worthy of investment.

Lincoln Indicators’ mission was subsequently established to ‘empower global sharemarket investors to invest successfully with confidence, control and peace of mind’.

In 1997, after 6 years of testing and development, Stock Doctor was launched which has now become Australia’s premier DIY Sharemarket investment platform. Believing in Tim’s ability to fulfil their mission, Merv decided to take on a more consultative role within the business and in 1997 appointed him as Managing Director. Tim was honoured to be custodian of his father’s legacy and excited by the opportunity.

In 2003 Tim launched the Lincoln Managed Funds business unit which caters for time poor investors who trust the Lincoln Indicators quantitative methodology but prefer to outsource the management of their portfolios to the experienced Lincoln Indicators team.

Today, Tim has grown the business into a highly successful enterprise with 50 professional and client centric Melbourne based staff, thousands of trusting members subscribing to Stock Doctor and over $600m invested in their industry leading Australian managed funds. Tim continues to strive towards achieving his global mission with the launch of the Lincoln U.S. Growth Fund in June 2020. This was a very proud moment indeed.

With 30 years of industry experience, Tim is highly regarded as one of Australia’s most experienced financial professionals. He has received many industry and business awards and is an active member of numerous industry bodies.

In 2021, Tim was appointed as a Director of the Carlton Football Club. Tim joins the Carlton board to collaboratively guide the Club to create competitive advantages by applying his data analysis to significantly enhance decision making processes and improve the probability of successful outcomes, provide meaningful insights and introduce strong accountability metrics.

Tim is a dedicated family man and philanthropist who insists on a very disciplined work life balance and lives by a very strong set of personal values.

Outside of business life, Tim loves: family time, marathon running, competing in Ironman events, tennis, golf, boating, gardening and the mighty Carlton Football Club.

Melissa Opai

Chief Operations Officer

Melissa joined Lincoln in 2007 as their Chief Operating Officer, after holding a number of senior positions within the Australian and overseas Financial Services sector. Melissa is a vital member of our Executive Team, providing leadership in the day-to-day operations of the business including financial, human resources and commercial operations. Melissa is also responsible for steering Lincoln’s corporate planning including contributing to the development and leading the implementation of Lincoln’s Strategic Plan.

Kien Trinh

Head of Research

Kien leads the Stock Doctor research team and has extensive experience in the investment field, specifically in quantitative research techniques. He was previously a Portfolio Manager and Senior Quantitative Analyst at Patersons Securities for over 10 years, and prior to that, at Russell Investments providing portfolio construction and risk management strategies to large scale institutional clients. With a background in actuarial science, Kien is responsible for the current Stock Doctor research process, including Lincoln’s acclaimed Financial Health methodology. He is a key contributor in evolving our research processes and is a mentor to the Stock Doctor research team.

Matthew Swartz

Senior Portfolio Manager

Matthew joined the business in 2006 and was appointed Portfolio Manager of the Lincoln Managed Investments team in 2010. He is responsible for the day to day management of the Lincoln Australian Growth, Australian Income and U.S. Growth Fund. Matthew has extensive experience analysing Australian equities and is a key member of the Investment Committee. He has played a key role in executing the Fund’s investment strategies and actively contributes to the process of enhancing our methodology and designing new strategies for product development.

Sandy Karunaratne

Head of IT and Development

Sandy leads Lincoln Indicators’ in-house IT development function. The Team is responsible for the creation and the ongoing evolution of Stock Doctor, Australia’s premier investment research platform. Further they play the pivotal role of identification, development and maintenance of Lincoln’s quantitative modelling applied within it’s investment processes. Sandy leads a team of passionate Senior Engineers, Business Analysts and Designers, who together have over 30 years of proven experience within Lincoln. Sandy and the Team have a proud reputation for excellence and in delivering high quality executables.

Tony Ting

Head of People and Culture

Tony is a highly experienced HR leader with proven, executive experience gained at senior levels across multiple industries internationally and in Australia. For over 20 years, his passion in positioning Employee Value Proposition and Culture, talent management, and HR technology as key drivers of growth in organisations has kept him motivated. At Lincoln Indicators, Tony delivers innovative and pragmatic People and Culture solutions adapted to fulfil the company’s strategic intent of evolving and developing talent to its fullest potential.

Matt Mooney

Head of Sales and Retention

Matt brings with him a vast knowledge and rich experience leading sales teams both in Australia and the U.S. Matt joined Lincoln in 2014 and is the Head of Sales and Retention.  He is responsible for the day-to-day operation of the Sales and Retention Teams, ensuring our current and future members receive the best service and support possible. Utilising his extensive technical experience in Customer Relationship Management technology, Matt is also responsible for the configuration, monitoring and enhancement of our CRM tool to deliver actionable insights to the business.

Belinda Beasey

Head of Compliance

Belinda leads the Risk and Compliance framework at Lincoln Indicators, ensuring we meet our financial service obligations. She has over 15 years of unparalleled experience and accountability in the financial services industry. She’s held a variety of roles from Wealth Manager at MLC during the global financial crisis to Head of Compliance & Responsible Manager at iSelect, TAL & Asurion during extreme regulatory change. Her passion for customers and embedding it into company cultures has fueled her career success over the years. Belinda strives to bring this same passion into Lincoln Indicators to ensure we operate with integrity and uphold a good code of conduct with our customers.

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All financial services are provided by Lincoln Indicators Pty Ltd ABN 23 006 715 573 (Lincoln) as the Corporate Authorised Representative of Lincoln Financial Group Pty Ltd ABN 70 609 751 966, AFSL 483167.