Difference between revisions of "User:Geoff Davey"

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Geoff is a member of the [[Financial Planning Association (Australia)|Australian Financial Planning Association]], an international member of the [[Financial Planning Association|US Financial Planning Association]] and a member of the US FPA's Asia Pacific Focus Group.
 
Geoff is a member of the [[Financial Planning Association (Australia)|Australian Financial Planning Association]], an international member of the [[Financial Planning Association|US Financial Planning Association]] and a member of the US FPA's Asia Pacific Focus Group.
  
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[[Category:Australasia]]
 
[[Category:Australia]]
 
[[Category:Australia]]

Latest revision as of 18:35, 25 January 2010

Geoff Davey is a cofounder of FinaMetrica and the creator of FinaMetrica’s Risk Profiling system. He 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. He has been an invited speaker on these topics at financial planning conferences in Australia, NZ, the US, the UK, Canada and Malaysia. He 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 member of the US FPA's Asia Pacific Focus Group.