Founded in 1969 by visionary stockbroker Rene Rivkin, Rivkin has grown from a boutique brokerage into a full-service financial institution rooted in Sydney’s Eastern Suburbs. Over more than five decades, the firm has built a reputation for combining deep market expertise with a personalised, client-first approach that reflects its long-standing heritage in the Australian financial services industry.
Rivkin offers three core services designed to meet the needs of a diverse range of investors. The Rivkin Report provides self-directed retail investors with model portfolios and in-depth market analysis across Australian and US equities, empowering clients to make informed investment decisions. Rivkin Private Wealth delivers curated investment opportunities and long-term wealth strategies tailored specifically for high-net-worth individuals seeking personalised financial guidance. Meanwhile, Rivkin SMSF simplifies the administration and compliance of self-managed super funds through a straightforward, flat-fee structure, making superannuation management more accessible and transparent for its clients.
What truly sets Rivkin apart from other financial institutions is its unique family and staff ownership model. Rather than operating purely as an external advisory firm, Rivkin invests alongside its clients, ensuring that both parties share the same financial interests and outcomes. This alignment fosters a genuine sense of trust and accountability that is often missing in traditional brokerage relationships.
Combined with a global network of leading brokerage partnerships, Rivkin brings together local market expertise and an international perspective, allowing clients to access opportunities beyond the Australian market while still benefiting from the firm’s deep understanding of local conditions.
Ultimately, Rivkin’s mission extends beyond simple wealth accumulation. The firm is committed to helping clients build wealth that endures across generations, blending decades of experience, a client-aligned ownership structure, and a truly global outlook to deliver lasting financial value for individuals, families, and self-managed super fund holders alike.a truly global outlook to deliver lasting financial value for individuals, families, and self-managed super fund holders alike.