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FinaMetrica and PlanPlus merge!

In a classic case of one plus one equalling three, two of the leading purveyors of wealth management advice tools have joined forces to create an industry powerhouse.

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The Company

The FinaMetrica Risk Tolerance Toolkit™ helps advisors and enterprises create lifetime relationships, through better advice that results in clients who refer more, invest more and remain suitably invested through market highs and lows

The FinaMetrica Risk Tolerance Toolkit™ was launched in 1998. It was developed and trialled in Australia over four years with the assistance of the University of New South Wales. The Toolkit™ is now maintained with expertise from the London School of Economics, and has gained international recognition as world's best practice. Its reliability and validity is backed by over one million uses by thousands of financial advisors in over 20 countries.
 
No matter why you are reviewing your risk tolerance testing, be it to meet ever-changing regulatory obligations, better match investment recommendations to clients’ needs, or to improve communication with clients, you will want to know that you are working with a market-proven methodology backed by strong academic evidence.

The Team

  • Paul Resnik
    Co-founder & Director
    Paul Resnik
    Co-founder & Director
    Paul Resnik commenced in the financial services industry in Australia in 1970.

    Since then he has worked in a broad array of roles including establishing and being founding executive of financial planning, funds management and life insurance businesses.

    Since 1991 he has been an industry consultant providing product and distribution advice to all of Australia’s major banks, life companies and most funds managers and financial planning groups.

    Paul is a regular commentator on industry issues in both the media and on conference stage.
  • Steve Flanagan
    Chief Financial Officer & Company Secretary
    Steve Flanagan
    Chief Financial Officer & Company Secretary
    Steve is a Chartered Accountant, Registered Company Auditor, Registered SMSF Auditor and Registered Tax Agent.

    Steve spent 35 years in public practice (including as a principal) offering professional services to SME’s. After leaving public practice in 2002, Steve has worked mainly as a CFO and company secretary for companies involved in the financial services industry.
  • Andrew MacDonald
    Non-executive Chairman
    Andrew MacDonald
    Non-executive Chairman
    Andrew entered the investment and financial industry in 1984 from owning his own business as a Land and Business Agent. In 1989 he founded his own Securities Licencee, Financial Management Services (FMS) as a joint venture with a Chartered Accountancy practice.

    That year he was elected State Chairman and Board member of ASIFA.

    In 1993 he established Symetry Ltd which he developed to a stage where in 1999 he negotiated a joint venture with Perpetual Trustees. That money management platform administered over $1.7bill of client’s monies.

    In 2000 FMS was one of the earliest adopters of FinaMetrica’s risk profiling system; implementing it for all existing and new clients during the next 5 years.

    From that positive experience Andrew became a strong advocate for the system and he became a FinaMetrica shareholder and director in 2008.

    Since 1984 he has held directorships with three other successful fund management companies as well as authoring two subjects for Deakin University , the Philosophy of money management and Construction of investment portfolios.
  • Nicki Potts
    Chief Operating Officer
    Nicki Potts
    Chief Operating Officer
    Nicki has over 10 years of experience in the financial services industry spanning across sales and marketing, research and development and operations. Nicki offers valuable insight and technical expertise to ensure clients' expectations are met and exceeded.

    Nicki joined the FinaMetrica team in 2002, after completing her Bachelor of Commerce (Finance and Information Systems) at the University of New South Wales.

    During her time at FinaMetrica, Nicki completed her Graduate Diploma in Psychology at the University of Sydney and her Diploma in Financial Services - Financial Planning.

    When time and weather permits, Nicki enjoys hiking and camping out in the Australian bush.
  • Alan Ha
    Technology Manager
    Alan Ha
    Technology Manager
    Alan joined the FinaMetrica team in December 2002, after completing his Bachelor of Commerce (majoring in Finance and Information Systems) at the University of New South Wales. During his time at FinaMetrica, he completed various certificates in Network Administration from TAFE NSW and ultimately went on to undertake further studies at UNSW.

    In 2006, Alan completed his Master of Commerce (majoring in Strategic Value Management) with a strong focus on Intellectual Capital and Knowledge Management.

    Alan has been dubbed as the "dessert connoisseur" of the office and is known for his broad sartorial knowledge, which he frequently shares with colleagues.
  • Meseret Goodsell
    Financial Operations Supervisor
    Meseret Goodsell
    Financial Operations Supervisor
    Meseret joined FinaMetrica in May 2017.  She is a CPA graduate accountant with several years of experience in various industries. 
     
    Outside of work Meseret enjoys socialising, sightseeing and travelling.   
  • Priyanka Rahman
    Sales Support
    Priyanka Rahman
    Sales Support
    Priyanka began working for FinaMetrica in May 2015. She holds a Diploma in Human Resources Management, and 5 years' experience working in HR departments and training organisations.

    In her spare time Priyanka enjoys baking, volunteering at a community kitchen and attending film festivals.
  • Albert Hong
    Research Officer
    Albert Hong
    Research Officer
    Albert joined the FinaMetrica team in 2016. He holds a Bachelor’s Degree in Commerce and Econometrics (majoring in Finance, Econometrics and Actuarial Studies) and has 4 years’ experience within financial services.

    Outside of work Albert enjoys the world of combat sports and video games.

Regional Alliance Partners

FinaMetrica has regional alliances with others involved in the financial services industry in various countries. These alliances offer on the ground support for advisors seeking more information on the FinaMetrica Risk Tolerance Toolkit™.

Tyler is responsible for driving FinaMetrica’s business strategy in the American market. He began working in investment management in England with Oxford University spin-off consultancy, Oxford Risk Research & Analysis, Ltd. He was brought to Oxford for his entrepreneurial abilities in order to commercialise the company’s behavioural finance and risk tolerance research.

Tyler speaks often on risk-related matters at leading universities and premier industry events.  He has been interviewed by Bloomberg, Smart Money, Wall Street Journal MarketWatch, InvestmentNews, Financial Advisor IQ, WSB-TV Atlanta and WRKO Boston, amongst others, and has served as a risk consultant and expert witness in multibillion-dollar class action lawsuits in both state and U.S. federal courts.  He has directed behavioural finance and risk tolerance research studies at Oxford University, Emory University, Georgia State University, SEI Investments and Capital One.

Tyler holds a Bachelor’s degree from the University of Georgia and a Master’s degree in International Business with Distinction from the University of St Andrews in Scotland.

Contact:
+1 404 320 6047
tyler.nunnally@finametrica.com
Atlanta, Georgia USA

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Roderic Rennison is FinaMetrica’s Strategic Partner in the UK. His whole career spanning more than 40 years has been spent in financial services, encompassing a variety of roles ranging from sales, sales management, strategy, product development and proposition and latterly, corporate activity together with regulatory focus. He works with FinaMetrica to provide support in the development of their activities in the UK and in particular focuses on FinaMetrica’s relationships with enterprise clients in relation to digital/”robo” advice, mapping, and suitability.

Contact:
+44 (0) 7977 277416
roderic.rennison@finametrica.com
London, UK

FCM Finanz Service GmbH vermittelt insbesondere Lizenzen und Online-Verträge über Software und Assessments für Dritte sowie Unternehmensberatung. Wir sind Partner von FinaMetrica und als solcher zuständig für die Vermarktung und Vermittlung von Dienstleistungen und Produkten von FinaMetrica in allen D-A-CH Ländern. So gehört insbesondere das Riskprofiling von FinaMetrica - ein Online-Assessment zur Erfassung der finanziellen Risikobereitschaft - zu unserem Portfolio.

Veranstaltungen der FCM Finanz Service GmbH: Wir bieten regelmäßig kostenfreie Infowebinare zum Thema „Risikoprofiling mit dem System von FinaMetrica“ an, damit Sie FinaMetrica besser kennenlernen.

Kontakt:
+49 (0) 611 204 99 86
kontakt@fcm-​service.de
Wies­baden, Germany

Infowebinare

The Institute of Behavioral Finance is an independent research and training institution aimed at the study and promotion of the behavioral finance discipline. Our mission is to add value and enhance the professional status of the investment sector in South Africa* and in so doing serving the interests of financial planners and clients.

By incorporating the work of knowledgeable researchers and academics, the Institute tries to find better explanations for investor decision-making and market anomalies that have been noted but not really explained within Southern Africa over the past couple of years.

Contact:
+27 011 888 5088
info@ibfsa.co.za
Hyde Park, South Africa

*Support for South Africa, Angola, Botswana, Democratic Republic of the Congo, Lesotho, Malawi, Mauritius, Mozambique, Namibia, Seychelles, Swaziland, Tanzania, Zambia and Zimbabwe.

WikiPaisa is a collaborative effort to make money simple and life happy.

Wiki represents collaboration and Paisa is a commonly used term for money. WikiPaisa is an experiment to bring together professionals from banking, financial services and insurance (BFSI) industry, regulators, media and education providers to bring ethics at the forefront and build trust through concrete actions of serving consumers with fairness. We are committed to make financial system simple and transparent with a vision that it all finally adds-up to the well-being and happiness of individuals and society as a whole.

Contact:
+918898863351
deven@wikipaisa.com
Mumbai, India

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