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 is one of Australia’s most experienced financial professionals, helping to empower self-directed investors for over three decades.

Tim co-founded 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.

In 1997, after six years of testing and development, Stock Doctor was launched and has since grown to become Australia’s premier DIY sharemarket investment platform. Utilising unique, proprietary algorithms and exclusive quantitative data driven research methodology, Stock Doctor gives much-needed support and guidance to DIY and SMSF investors to confidently invest in financially healthy, high-quality companies and identify those at risk of potential corporate failure.

Building on Lincoln Indicators’ mission to ‘empower global sharemarket investors to invest successfully with confidence, control and peace of mind’, in 2003, Tim launched Lincoln Managed Funds. This suite of Australian and US investment funds caters for time poor investors who trust the Lincoln Indicators quantitative methodology but prefer to leave the management of their portfolios to the experienced Lincoln Indicators team.

Tim is recognised globally as one of Australia’s most experienced financial professionals. He was invited to participate in the Global Access Program at the University of California in Los Angeles (UCLA), to help guide businesses with global potential. Tim was also selected to participate in exclusive entrepreneurial programs at Berkeley University, California.

Today, Tim has grown a highly successful financial technology and investment business that includes a growing team of 40 finance professional, thousands of long-term Stock Doctor members and over $800 million invested in their three industry leading Australian and US managed funds.

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 expertise 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 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.

Malcolm Coe

Compliance Manager

Malcolm Coe recently joined Lincoln Indicators as the Compliance Manager. He boasts a 30-year career in Compliance within financial services. His experience includes working with AFSL licensed entities and holding a general insurance accreditation with the FAAA. Malcolm’s expertise strengthens Lincoln’s commitment to regulatory adherence and excellence.

Robert Manfre

UX Manager

Robert joined Lincoln Indicators in 2009 as the Technical Support Manager for Stock Doctor. He transitioned to User Experience Manager in 2022, infusing dedication and collaboration. With two decades of financial education and product support, Robert ensures platform alignment with evolving investing trends. His customer-focused, detail-oriented approach consistently surpasses expectations. With a background in financial software support, Robert crafts an intuitive user experience, embodying trust, proficiency, and innovation at Lincoln Indicators. His role guides investors to success in the investing realm.

Copyright © 2024 Lincoln Indicators Pty Ltd. All rights reserved.

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.

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