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The FinaMetrica Team

FinaMetrica's Risk Profiling system has gained international recognition as world's best practice. Developed and trialled in Australia over four years with the assistance of the University of New South Wales' Applied Psychology Unit, the FinaMetrica system was launched in 1998 and is now being used by leading advisers and financial institutions around the world in seven languages. More than 850,000 FinaMetrica risk tolerance tests have been completed.

The system provides a scientific assessment of an individual's personal financial risk tolerance in plain English. The system uses psychometrics to ensure validity and reliability. The 12 and 25 question risk tolerance tests can be completed in 15-20 minutes and the comprehensive risk tolerance report is available immediately.

Paul Resnik

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 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 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 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.

Paul Resnik

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.

Paul Resnik

Michelle Hallmann
Services Manager

Michelle began working at FinaMetrica in January 2010, with three years prior experience in the financial sector providing services to both local and international clients and is currently in the process of completing her accounting qualifications.

During the winter season Michelle manages a local youth soccer team and in her spare time enjoys dancing, snorkeling and reading.

Paul Resnik

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.

Paul Resnik

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.