moneyGPS is owned by Fiduciary: An Australian fintech created by two industry execs that brings the best of digital to financial services.
Find out about our team, our technology and our security.
George Haramis
Co-Founder & CEO
George has been in the industry for 35 years in various executive roles at leading financial institutions.
He was the founder of a large financial group, providing integrated financial services and SMSF licensing services to accountants before it was acquired.
Throughout his career, George has been responsible for two of Australia’s largest institutionally-owned Dealer Groups which at the time managed over $10B for over 80,000 clients.
He has founded a listed advice business, working with some of Australia’s largest superannuation funds and created employee benefits programmes for employers.
Drew Fenton
Co-Founder & Non-Executive Director
Drew has over 40 years of experience in both insurance and finance.
Drew’s university qualifications include an accounting degree which he has used to build a digitally-focused insurance brokerage post an extensive corporate insurance and finance career.
Drew founded Fenton Green insurance brokerage which has serviced the accounting industry for over 20 years. He provides advice to accounting industry bodies and firms in relation to risk and insurance.
He is a director of Myworkpapers which is a London-based leading digital accounting software provider, and Fiduciary—aimed at providing affordable financial advice for those who are otherwise excluded from current pricing models.
DATA
Data is collected when the user completes our interactive digital fact find. We cleanse and organise the data into a format that is meaningful to the calculation and advice engines and store it in our database.
CALCULATION ENGINE
Our powerful calculation engine consumes data provided by the user and processes it through a series of complex formulas. This processed information is organised to enable the advice engine to make decisions.
ADVICE ENGINE
The advice engine is central to all of our software’s processes. It consumes information from the database, the outputs of the calculation engine and 3rd party databases. This information uses logic-driven scenarios to determine strategy and product recommendations that meet the client’s best interests.
DIGITAL ENGINEERING
We partner with born-in-the-cloud AWS Advanced Consulting Partner, Cevo. As specialist in the finance and wealth industry, we leverage Cevo’s engineering capabilities to help build out client journeys.
All data is stored with Amazon Web Services (AWS) Cloud Security within Australia. Our database has Advanced Encryption Standard 256—the toughest level of global encryption.
The database and app are monitored 24/7 by an AWS-approved partner.
No government-linked sensitive data is stored. Clients can request to have their data removed at any time.
Paradise for Kids (P4K)
With a focus on giving children, families, and communities the tools they need to overcome poverty and injustice, P4K works across Australia, the US, the UK and Europe.
Their aim is to provide a better future for those who have none through on-the-ground support.
The Royal Children’s Hospital (RCH) Foundation
The RCH Foundation supports four key areas at the hospital.
Enabling access to life saving equipment and technology, supporting ground breaking research, developing medical minds through leadership, education and training, and supporting the best in patient and family-centred care.
moneyGPS acknowledges the Wurundjeri Woi Wurrung and Bunurong Boon Wurrung peoples as the traditional owners of the land on which we work and live. We pay our respects to elders past, present, and emerging.
Fiduciary is a Melbourne-based fintech and owner of moneyGPS, accountantsGPS and employeesGPS — SaaS products that provide affordable, compliant digital advice to Australians through institutions, financial advice firms, and accountants.
Designed by finance industry stalwarts George Haramis and Drew Fenton and created by a team of digital engineers, it combines all the brilliant parts of the financial services world in a simplified, user-friendly way.
Reg Office
Level 6, 607 Bourke Street
Melbourne VIC 3000
Australia
Fiduciary Financial Services Pty Ltd trading as accountantsGPS and moneyGPS
AFSL: 247344 | ABN: 76 003 624 888
© 2024 Fiduciary Financial Services | All Rights Reserved
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