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 panellists

Shannon O’Shea, General Manager Retirement, HESTA

Shannon is the General Manager of Retirement for HESTA. With a proud 20+ years in the superannuation sector, Shannon’s passion is making superannuation a benefit everyday Australian’s can easily engage with and value through to a dignified retirement. Shannon has worked across multiple funds and organisations in Leadership, Strategy and Growth roles. Completing her MBA in 2017 and her Women on Boards program in 2018. Achieving Partner at a Global consultancy firm in 2020 and into her most meaningful role at HESTA 2022.

Shannon has a breadth of experience and is energised every day to work on improving how Australians experience their superannuation and look forward to retirement with confidence. Representing many organisations through her career as an industry leader, featured on panels and hosting of conferences.

Melanie Slade, Head of Retirement, Product & CX Risk, TelstraSuper

Melanie is the Head of Retirement, Product & CX Risk at leading profit-to-member fund, TelstraSuper. Once run exclusively for Telstra employees, today anyone can join TelstraSuper.

Mel has over 20 years’ experience in financial services, working across a range of leadership roles in financial planning, member education, product, and member servicing. She is passionate about helping members access the information they need to make empowered decisions.

In her current role, Mel is responsible for leading the Fund's retirement offering and product development, as well as helping members understand how to build a better financial future through education and guidance.

Adelaide panellists

Karen Raffen, Director of Brand and Member Engagement, Super SA

Karen is the Director of Brand and Member Engagement at Super SA, looking after financial guidance, member services, member education, stakeholder engagement, marketing, brand and communications. She has previously been the CEO at a number of service related companies, including Toop&Toop, Perks and Regional Development Australia.

Brisbane panellists

Lisa Kay, Chief Member Officer, Brighter Super

Leigh Mackay, Executive Manager Member Engagement, BUSSQ

Sydney panellists

Sarah Forman, Chief Retirement Officer, Team Super

Sarah is a senior executive with over 25 years’ experience in financial services across the superannuation and wealth management sectors, have led strategy, product, sales, member experience and operational teams. Sarah has extensive experience in the management and delivery of advice services, having successfully led the financial advice functions at some of Australia’s largest superannuation and wealth management providers, and wants to see all Australian’s gain access to the help, guidance and advice they need to feel confident and have a great retirement.

Sarah holds a Bachelor of Arts (Economics and Government) from Sydney University, is a Graduate of the Australian Institute of Company Directors, and has a range of professional KAPLAN accreditations related to financial services as well as a Professional Certificate in Management from the Graduate School of Management, University of Adelaide.

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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