About

Rivkin is an Australian investment firm with roots tracing back to 1969, when founder Rene Rivkin began his career as a stockbroker. Over the decades, the firm has grown into a trusted investment management business built on deep market expertise, genuine client alignment, and a consistent commitment to quality.

Today, Rivkin operates as a full-service financial firm serving a client base that spans from individual investors through to high-net-worth families and family offices. Our services encompass investment portfolio management, holistic wealth management across wealth creation, preservation and transfer, financial planning, and self-managed superannuation fund administration. As a family and staff-owned business, Rivkin invests alongside its clients in every opportunity it recommends — a principle of shared conviction that sits at the centre of how we operate.

The Investment Team

Shannon Rivkin

Shannon Rivkin, Chairman & CIO

Shannon Rivkin has been immersed in markets and investing from a very young age, growing up at the side of his father, renowned stockbroker Rene Rivkin. He joined the firm in 2001 and has since accumulated over two decades of hands-on investment experience.

As Chairman and CIO, Shannon shapes the firm’s overall investment philosophy and models portfolio opportunities grounded in his own track record. His commitment to investing alongside clients reflects a deeply held belief that alignment of interests is fundamental to delivering strong outcomes.

James Woods

James Woods, Portfolio Manager

James Woods is responsible for portfolio management across Private Wealth and SMA portfolios, with a role that spans asset allocation, investment sourcing, fund manager due diligence, and ongoing portfolio construction and monitoring. James evaluates external fund managers across equities, fixed income, real estate, private equity, and private credit, assessing strategy design, risk controls, liquidity, and governance as part of a thorough selection process.

He brings over 13 years of investment experience across Sydney and London. James previously worked as an Assistant Portfolio Manager in London, managing multi-asset client portfolios and contributing to asset allocation committees. He holds a Bachelor of Commerce, a Masters in Applied Finance, RG146 qualifications, and is currently completing the CAIA Level II qualification, reflecting his focus on alternative investments.

Calvin Curdie, Financial Analyst

Calvin Curdie brings a quantitative edge to the team, combining a background in electrical engineering and physics from UNSW with deep experience across investment analysis, portfolio construction, and systematic trading strategy development. He produces daily market commentary, builds model portfolios, and designs signal-driven trading strategies grounded in robust quantitative frameworks.

Calvin also built and manages the platform’s systematic crypto trading strategy — a rules-based approach to digital asset markets grounded in the same quantitative discipline applied across the team’s broader work.