Shaping the Future of Retirement Advice & Member Engagement
In this luncheon series we will discuss the evolving landscape of retirement income strategies, digital advice, and member outcomes. This is a timely opportunity to collaborate on how best to meet Retirement Income Covenant (RIC) responsibilities while enhancing member engagement, retention, and service delivery. Drawing on the latest industry-wide survey insights, we’ll explore the key challenges and opportunities super funds face—from regulatory uncertainty and technology gaps to member advice uptake and the digital shift in expectations. This event will highlight practical approaches to developing a cohesive, scalable member advice framework that supports a diverse membership base across age and financial complexity.
George Haramis, CEO & Co-Founder of the digital advice platform, moneyGPS & Craig Sankey, Head of Risk & Compliance at Industry Fund Services will bring deep experience and candid perspectives to the discussion, joined by a panel of fund executives at each briefing.
The discussion will focus on what “better outcomes” truly means, how advice can be positioned as a driver of long-term success, and the role of innovation in meeting the expectations of both members and employer clients. Join us to gain strategic insights and network with peers shaping the future of superannuation.
Guest speakers
George Haramis, CEO & Co-Founder, moneyGPS
George has over 30 years financial services experience in senior executive roles, managing some of the country's largest and most successful financial advisory business, including; Perpetual Private Clients, Head of Advice & Investments at ANZ Private Bank, Managing Director of RetireInvest, Principal of Mercer Global Consulting. He also managed Sealcorp’s advice business, Securitor, as well as established the Asgard Corporate division.
George co-founded the groundbreaking digital advice platform, moneyGPS, which supports individual client needs by offering a hybrid digital advice solution. This is achieved by combining proprietary algorithms and calculation engine, as well as human expertise to plot tailored personal financial advice SoAs providing the end user with access to an online portal, connecting them to a comprehensive range of digitally supported personal financial advice topics. The platform is now the preferred digital advice service for accountants, boutique financial advisers & national AFSL’s and employers - through the partnership between moneyGPS and the UK based Howden Group Australian operations.
moneyGPS has now commenced engaging with a number of super funds to offer its digital technology and user engagement program to funds via its ‘Out-Of-The-Box’ or ‘Bespoke’ Advice programs. moneyGPS believes their value proposition will help super funds meet their RIC obligations and importantly – deliver a proven, consumer focussed digital advice and wellness offering with human support, and via its ASFSL if preferred.
Craig Sankey, Head of Risk and Compliance, Industry Fund Services
As the Head of Risk and Compliance, Craig holds the role of Responsible Manager for IFS’ Australian Financial Services Licence (AFSL) and chairs the IFS Advice Governance and Risk Committee.
Craig brings over 35 years of extensive experience in the Banking and Financial Planning Industry, having worked with both small and large dealer groups. For the past 15 years, Craig has been an integral part of IFS, previously serving as the Advice Governance & Technical Specialist and the Head of Technical Services & Advice Enablement, before his appointment as the Head of Risk and Compliance.
Craig is a Certified Financial Planner (CFP®) and holds a Graduate Diploma in Financial Planning, underscoring his commitment to excellence and professional development in the financial industry. Beyond his professional duties, Craig shares his financial insights as a regular columnist for The New Daily.
MELBOURNE
DATE: TUESDAY 27TH MAY
VENUE: EY
ADDRESS: 8 EXHIBITION STREET
ADELAIDE
DATE: WEDNESDAY 28TH MAY
VENUE: EY
ADDRESS: LEVEL 12/121 KING WILLIAM STREET
BRISBANE
DATE: TUESDAY 3RD JUNE
VENUE: AUSTRALIAN RETIREMENT TRUST
ADDRESS: 266 GEORGE STREET
SYDNEY
DATE: THURSDAY 5TH JUNE
VENUE: KPMG
ADDRESS: LEVEL 38 TOWER THREE. 300 BARANGAROO AVE
TIME: 12.15PM - 2.00PM (AEST)
COST: FEAL members - $0 & non-members $145 (inc GST)
*If you are a non member & would like to attend please contact FEAL.
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