We are a team of Aussies that thought financial advice should be more straightforward, you know, like using GPS on your phone.
We have one of the most experienced management teams in place, who have a track record of transforming the delivery of financial advice.
Our advice is delivered with scale and in a cost-effective way, for the majority of Australians by aligning the interests of stakeholders and customers.
Founders George Haramis and Drew Fenton have been in the financial services space for longer than they care to remember. They have seen it all.
But what they hadn’t seen was financial advice delivered in an affordable way for people who needed it most, everyday Australians.
So they looked at all the brilliant parts of the financial services world and simplified it. They also did an extensive amount of research into what people wanted. Money is a complicated topic. Especially those who don’t understand it or are scared, they will make the wrong decisions.
So George and Drew put together a team of tech heads and designers to create something that people felt comfortable and confident using.
After a few long years, a bunch of clever thinking (and hair-pulling), testing and creating and love, they are proud to say that Australians can have affordable, accessible financial advice at their fingertips — the only compliant digital or online finance ‘one-stop-shop' in the country that offers advice that the client controls - and not expensive financial planners.
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 – Australia’s only Franchised Advice business, Principal of Mercer Global Consulting and managed Sealcorp’s advice business Securitor, as well as establishing the Asgard Corporate division.
BEco (Monash) Dip Fn Serv.
Drew has over 35 years financial services experience. After working for global insurance companies. He started Fenton Green Insurance Broker who provide services to the Australian financial services sector. He is founding director of Myworkpapers an International software company who services the accounting sector.
BBS (Deakin) CPA FANZIIF FNIBA CIP CPIB
While Aaron can’t boast about 30 years’ experience, he certainly has targeted experience and youth on his side. Known as the “whizz kid” by the rest of the team, he has combined his passion for all things tech with his background in law and financial advice.
Aaron’s vision for moneyGPS is to make financial advice accessible to anyone, anytime, anywhere by rethinking the industry’s relationship with technology.
Grace has over 20 years’ experience and knowledge within the financial services sector. During that time, Grace has worked as a Financial Adviser, Financial Planning Trainer as well as a Client Service Manager. Grace has assisted clients achieve their financial goals while ensuring the level of care provided to each client was achieved with excellence.
As well as managing the moneyGPS Coaching Team, Grace also works with clients to deliver a clear understanding of advice related documents, implements the recommended advice and explains the outcome of our reports.
Oliva is passionate about all things marketing and social media. We are so lucky to have such a curious mind on the team. Her experience in financial services, accounting, and insurance industries help us bridge the gap between social media and traditional financial services marketing. She recently completed her Bachelors of Marketing at Monash University in 2020 and is excited to continue her career in Social Media Marketing.
BMktg BBus(HR) (Monash University)
Evelyne Albrecht is a Certified Compliance Professional running her own business Albrecht Compliance Consulting since 2015, providing compliance services to the financial services industry and working with Fiduciary Financial Services Pty Ltd trading as moneyGPS, to assist in providing effective compliance management. Evelyne has significant experience in compliance since 2001, including senior roles with the Guild Group, Snowball Group and Lonsdale Financial Group. Evelyne has completed a law degree in Switzerland and a Diploma of Financial Services. Evelyne is also the Chair of Fiduciary’s Compliance & Investment Committee.
Tracey has worked in the financial advice industry since 2005, covering numerous roles as a senior financial planner, and work in financial services education. Tracey has a client-focused approach to financial planning and is dedicated to helping people reach their financial goals. As a moneygps Coach, Tracey believes in explaining financial solutions to our clients in simple and easy-to-understand way which meets their financial needs. She works with clients to deliver a clear understanding of advice-related documents, implements the recommended advice, and explains the outcome of our reports.
Tracey’s Idea of Financial Freedom: Being able to respond to the financial needs that life presents to you and your family with generosity.
Justine has been working as an accountant for over 20 years, starting as an auditor with one of the Big Four while still studying at the University of Melbourne and then branching out into smaller accounting firms and IT Consulting & Wealth Management companies.
She is passionate about making administration run seamlessly and providing information and assistance crucial to the effective management of companies. A favourite specialty is financial modelling and forecasting.
Next Media Marketing is the marketing partner of moneyGPS. This small but mighty powerhouse, led by Director Tammy Collins, is a creative solutions agency that specialises in strategy, content, design, branding and email automation. Packed with experience, the team works side-by-side as our plug-in marketing team to help deliver on our strategic objectives via marketing.