Geoff Davey has been a systems engineer for IBM and a stay-at-home single parent. Along the way, he also built one of the first financial planning practices in Australia. In 1995, he co-founded Sydney-based FinaMetrica, which sells a scientifically tested tool to measure clients' risk tolerance. As a result, Davey has a strong message: Advisors can't accurately gauge a client's attitude toward risk through interviews and ordinary questionnaires.
His career in financial services began in 1971, providing insurance, finance and tax advice to young doctors, dentists and veterinarians. His firm, Davey & Associates, eventually had offices in Sydney, Brisbane and Melbourne. Hiring staff for this growing company introduced Davey to formal psychometric testing.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access