Geoff Davey, FinaMetrica

About the Author

Geoff Davey, FinaMetrica

Geoff Davey is a cofounder and director of FinaMetrica. He is the creator of the FinaMetrica Risk Profiling system and manages FinaMetrica's ongoing research activities and relationships with academic and research institutions.

Geoff has an international reputation for expertise in risk tolerance and its role in the financial planning process. Geoff has been an invited speaker on these topics at financial planning conferences in Australia, NZ, the US, the UK, Malaysia and Canada. Geoff has written numerous journal articles and white papers. 

Prior to FinaMetrica, he was a pioneer of financial planning in Australia. The firm he founded in 1972 was amongst the first to offer a financial planning service. By the time Geoff sold out to his five partners in 1989, the firm had 100 staff in Sydney, Brisbane and Melbourne and was widely acknowledged as being an industry leader.

Geoff is a member of the Australian Financial Planning Association, an international member of the US Financial Planning Association and a past Chair of the US FPA's Asia-Pacific Focus Group.

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  Body Surfing and Investing: A Way for Advisors to Understand Clients’ Risk Behavior

  By Geoff Davey, FinaMetrica  |  July 4, 2012

  Risk behavior, whether relating to a physical activity like surfing or investing, is not solely determined by risk tolerance.

• Do Your Clients Invest for the Thrill of It?

  By Geoff Davey, FinaMetrica  |  April 30, 2012

  According to FinaMetrica’s 500,000-investor sampling, nearly a quarter of your clients do. What that means for advisors.

• How Ugly Can It Get? Helping Clients Prepare for the Future

  By Geoff Davey, FinaMetrica  |  February 9, 2012

  Looking at what would have happened with a portfolio in the past adds concreteness to what might happen to your clients in the future.

• Preparing Clients for the Ugly Times: Risk and Return

  By Geoff Davey, FinaMetrica  |  December 9, 2011

  To best educate clients, show them how their portfolios would have worked in markets past. The less they look, the better the performance.

• Lessons for U.S. Advisors—and Regulators—on Risk, Suitability From Overseas

  By Geoff Davey, FinaMetrica  |  August 11, 2011

  Paying attention to consumer needs is no longer whistling in the wind. It’s a global tornado.

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  Mars and Venus: Helping Client Couples Resolve Conflicting Risk Tolerances

  By Geoff Davey, FinaMetrica  |  June 30, 2011

  When risk tolerance differs among a client couple, good testing and an insightful advisor can work wonders.

• Is Risk Bad? The Advisor’s Job in Finding the Balance Point for Clients

  By Geoff Davey, FinaMetrica  |  June 10, 2011

  Yes, protect clients from taking too much risk, but also ensure they can achieve their goals by taking appropriate risk.

• Chicken or Egg? Risk Tolerance as a Driver of Financial Success

  By Geoff Davey, FinaMetrica  |  June 1, 2011

  Risk tolerance correlates positively with income and wealth, but does it indicate causation?