Risk Tolerance Pioneer Retires

Geoff Davey
An industry great has decided to retire. What follows is the press release. I’m sad to see Geoff retire, but happy for him. Few in this industry can be called “pioneers”, Geoff is one of them.

Press Release: Finametrica

Geoff Davey turned 70 earlier this year and has resigned as a director and employee of FinaMetrica. He remains a significant shareholder.

Accordingly, Nicki Potts has been promoted to be FinaMetrica’s Chief Operating Officer and FinaMetrica’s Co-founder, Paul Resnik, has added marketing to his role in the development of international sales. Nicki has been with FinaMetrica for 12 years, during which time she has come to know and run all aspects of the business.

Geoff founded FinaMetrica in 1998 with Paul Resnik. He was responsible for the development of FinaMetrica’s intellectual property. I don’t know of any other individual anywhere in the world, who has devoted so much of his intellectual, commercial and emotional resources to the understanding and development of good financial advice as Geoff.

Geoff’s work is permanently embedded in the world’s financial services industry through the use of FinaMetrica’s tests and methodologies. He has achieved something that many of us can only aspire to; he has improved outcomes for many thousands of investors and their advisors around the world. The FinaMetrica system is now used by 5,500 advisors in 23 countries in seven languages. To date, more than 770,000 tests have been completed.

We congratulate Geoff on his ‘baby’ that has been FinaMetrica and raise our glasses in a toast to an iconic industry thinker and achiever.

We wish him a rich, happy and well-deserved retirement.

If you have any questions please contact me at andrew.macdonald@finametrica.com.

FinaMetrica remains committed to providing quality, comprehensive and useable risk profiling tools to the financial advisory market place.


Andrew Macdonald


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