Our People
The Rivkin Report Investment Team has over 60 years' combined stock market investment experience.
The core values of The Rivkin Report Investment Team are integrity, diligence, persistence and patience. The underlying investment principle applied at The Rivkin Report is finding event-driven opportunities and identifying mis-priced companies with sound financial fundamentals, while retaining an underlying high regard to capital preservation. Click here to read more about the Team's investment philosophy.
This section contains biographies of permanent Rivkin staff members, encompassing employees from both The Rivkin Report and Rivkin Securities. These people represent members of our Executive Team, Investment Team, Private Client Adviser Team, Marketing Team, Compliance Team and Client Services Team. In addition to the employees listed below, The Rivkin Report employs external analysts on a consultative basis.
Tarfaya Nominee Pty Ltd, trading as The Rivkin Report, and Rivkin Securities Pty Ltd are individually licensed, separate companies.
Kristian Dibble, CEO/Managing Director
Kristian's first share investment was FAI Life at the age of 17. Reading the newspaper each day, he saw it go from his purchase price of around 80c all the way up to around $1.80, only to see it go straight back down to where he bought it. The lesson learned? Without any idea of the value of an investment, it is difficult, if not impossible, to know when to buy, hold or sell.
Kristian went on to complete a Bachelor of Commerce followed by a Diploma in Financial Planning. He has worked as a Financial Planner and Accountant, which has provided him with a sound analytical attitude towards investments. He is director and Chief Executive Officer of The Rivkin Report and a director of Rivkin Securities Pty Ltd.
Oliver Gordon, Technical Analyst
Oliver’s interest in financial markets was triggered by his first trade: a Rivkin Report recommendation to buy Lihir Gold in 1999, culminating in a 50% profit nine months later. Since that time he has developed a talent for technical trading and heads the Rivkin investment desk in that department.
Oliver graduated from Sydney University with an Agricultural Economics degree in 2005 and completed an applied finance and investment diploma in 2008, including a diploma in technical analysis. He gained three years’ experience as technical analyst at another advisory firm before joining Rivkin to lead our technical trading initiatives.
Shannon Rivkin, CIO/Director
Under the mentorship of his father Rene Rivkin, Shannon developed an early passion for equity markets, joining The Rivkin Report Investment Team in 2002 and completing his Diploma in Financial Markets in 2004. He is now director and Chief Investment Officer of The Rivkin Report, overseeing the house investment process. He is also a director of Rivkin Securities Pty Ltd.
Shannon is an event-driven trader by nature and is a staunch believer in the importance of independence and integrity associated with The Rivkin Report and the advice which it contains.
Phillip Geurs, Senior Private Client Adviser
Phillip was second in charge of operations at Rivkin Discount Stockbroking before becoming a SEATS operator. He has a great working knowledge of settlement and clearing issues.
With level two Accredited Derivatives Adviser status, Phillip was head of the options desk at Avcol Securities and thus heads the options and warrants services at Rivkin Securities. He can advise clients when pricing options strategies as well as regular equity and warrant trades.
Dion Rivkin, Senior Private Client Adviser
After beginning his broking career at Rivkin Discount Stockbroking, Dion remained a private client adviser at Avcol Securities before moving to Aequs Securities, a Sydney-based full-service broking firm.
As an experienced SEATS operator with derivatives experience, Dion assists clients by working large orders or posturing positions in illiquid securities. He has a very keen eye for price action and watches the market avidly.
Jordan Rivkin, Director, Private Client Adviser
In 1996, Jordan graduated from the University of New South Wales with a Bachelor of Arts (English Literature). In 1997, he joined his father and Nigel at The Rivkin Report as Editor. Jordan completed his Diploma of Financial Markets from the Securities Institute of Australia in 2004, and is currently completing a Graduate Diploma in Psychology at The University of Sydney.
Jordan has written two books on stock market investing and after speaking with investors and subscribers of The Rivkin Report for over 10 years, Jordan is our ambassador for client education and market psychology. Jordan is a director of both The Rivkin Report and Rivkin Securities Pty Ltd.
Scott Schuberg, CEO/Managing Director
After trading Australian shares from the age of 18 and working under Rene Rivkin and Nigel Littlewood until his mid-twenties, Scott spent time working within capital markets and asset management in London.
He held research-related roles at The London Stock Exchange, UBS Asset Management, BNP Paribas Asset Management and Henderson Global Investors before returning to Sydney, briefly spending time at Colonial First State Global Asset Management.
Scott is managing director/CEO of Rivkin Securities Pty Ltd and a director of The Rivkin Report.
Kate Marsden, Marketing Coordinator
Kate joined The Rivkin Report at the beginning of 2007 and is responsible for all above and below the line marketing activity for The Rivkin Report and Rivkin Securities.
Kate has completed a post graduate degree in marketing University of Technology Sydney (UTS), a Bachelor of Graphic Design, majoring in advertising, at University of Canberra (UC) and a diploma in Fine Arts. Kate also spent several years working in London for various publishing houses.
Perri Reynolds, Receptionist/Administrative Coordinator
Perri completed a Bachelor of Science (Hons) degree in Medical Sciences from the University of Leeds in the UK. From there she realised countless achievements relating to charities, youth work and medical programs in the UK before migrating to Australia in 2009.
A combination of her formal qualifications, project management experience and administrative experience makes her a valuable member of our middle office team, ensuring that the establishment and ongoing management of Rivkin Securities and Rivkin Report client relationships are soundly conducted.
Aimee Tu, Administrative Assistant
In 2006, Aimee completed a bachelor of chemical engineering and processing from Zhejiang University of Technology in China. After graduation, she joined Jiangxi Baishen Pharmaceutical Co., Ltd as an administrative assistant and then chemical engineer. Her background in engineering equipped her with highly analytical and mathematical skills, while maintaining a focus on customer service, teamwork and managing multiple tasks.
After graduating from the University of New South Wales with a Master of Commerce in 2009, majoring in finance, Aimee passed her CFA level 1 exam before joining Rivkin in 2010. She is passionate about the stock market as well as business analysis and administration. Aimee is a native Mandarin speaker and speaks fluent English.
Gregory Freckmann, Group Compliance Manager
Greg started as a chalkie in 1983 on the floor of the Sydney Stock Exchange, before becoming the youngest licensed floor operator in 1984. In 1987 Greg began working at Rivkin James Capel, mainly focused on options and program trading. In 1992, Greg moved to the Sydney Futures Exchange as a pit trader for Bell Commodities in options and futures. 1995 saw Greg become a local trader on his own account in both the options and futures markets.
In 1998 Greg left the SFE to run private enterprises in the clothing and entertainment field. Greg returned back to the world of finance in 2005, acting as a private consultant for several small businesses. He now acts as Compliance Officer for both The Rivkin Report and Rivkin Securities Pty Ltd.
Jonathan Casey, Private Client Adviser
Jonathan joined Rivkin Securities in 2009. After completing a Bachelor of Business in 2008, and working in sports marketing for a year, his unwavering interest in the stock market got the better of him and he presently develops and manages new client accounts across equities, options and CFDs.
His role is to ensure that clients, whether they are receiving advice from Rivkin or not, are able to receive the best products and support in order to place their trades. He is a very personable member of the team and can help anyone wishing to get started in the world of share and CFD trading.
James Kennedy, Business Development Manager
James joined us from Deutsche Bank, where he gained institutional banking experience from working in their OTC derivatives department. He manages a team of business development staff, and his inherent interest in financial markets and product management skills help ensure members are delivered the products and services that they ask for.
James has a Diploma of Financial Markets and has been exposed to the financial and retail sectors via senior positions for over 10 years.
Benjamin Sobel, Business Development Executive
Benjamin joined the Rivkin Report in 2009 after working in Corporate Foreign Exchange brokerage services with HIFX. He completed a Bachelor of Arts in 2007 at Macquarie University. He has studied in the USA at Arizona State University, and is currently completing a Masters of Commerce majoring in Finance at the University of New South Wales. With a financial background, extensive corporate and private client sales/brokerage experience and a keen interest in the stock market, Benjamin strives to be a valuable member of the Rivkin Report business development team.
Eden Winokur, Business Development Executive
Eden joined the Rivkin Report in 2009. He completed a Bachelor of Law at the University of New South Wales in 2009, and in 2006 completed a Bachelor of Arts, with majors in Politics & International Relations and Philosophy. In 2003, Eden also began a Bachelor of Commerce, majoring in Finance and Marketing. With extensive sales and service experience, and a very keen enthusiasm for the stock market, Eden aims to provide the best guidance and service to contribute to the development of the Rivkin Report.
Eden is a member of the Rivkin Report Buisiness Development Team.
Jake Jacobs, Business Development Executive
Jake joined the Rivkin Report in 2010 after working for nearly ten years in customer service and the stock market. He is currently studying his Diploma in Business at the College of Technology in Sydney. Jake has extensive experience managing people and exhibits a keen interest in financial markets. Jake loves talking to Rivkin Report members and strives to be a valued part of the business development team.
Malcolm Moore, Analyst
Malcolm graduated with a Bachelor of Engineering (Hons) degree in Computer Systems Engineering from the University of Technology, Sydney (UTS) in 1997. Around this time, Malcolm became fascinated with the stock market and studied applied finance with the Securities Institute of Australia. That fascination led him to work for various investment banks and a private trading firm in Sydney where he developed systems for trading stocks, options and futures.