- This event has passed.
April 24 @ 12:30 PM - 1:30 PM AEST
If your firm feels constantly constrained by compliance deadlines, staff shortages, and increasing regulatory pressure — you are not alone.
But what if you could solve the capacity problem overnight?
Join us for an exclusive Institute of Financial Professionals Australia (IFPA) webinar introducing a new, moneyGPS-sponsored solution designed to fundamentally change how accounting firms operate and grow.
What You’ll Discover:
- How to access qualified accounting staff across two time zones, effectively extending your firm’s capacity to near 24/7
- How to reduce compliance pressure immediately while maintaining quality and control
- How leading firms are using this model to free up time and resources
- How to leverage that time to introduce high-value strategic services, including:
- Digital financial advice
- SMSF guidance and SoAs
- Broader client advisory services
Why This Matters
The firms that will lead over the next decade are not those doing more compliance, they are those who create the capacity to move beyond it.
This solution is designed to help you do exactly that.
Register now to secure your place!
FREE FOR ALL (members and non- members)
TPB CPD Hours:1 hour | Legislated CPD Hours: To be confirmed
Presented by:
moneyGPS in collaboration with leading offshore accounting providers – Carisma Solutions & Intogreat Solutions.
GEORGE HARAMIS
CEO, moneyGPS Advice & SMSF
George Haramis has been successfully involved in the financial services industry for 30 years in various executive roles with some of Australia’s leading domestic and international financial institutions.
George’s roles have included: being a founder of a listed advice business, working with a number of Australia’s largest superannuation funds in presenting fund management solutions, establishing both retail and wholesale distribution channels, working closely with the accounting profession by assisting accounting firms establish successful wealth & advice businesses, creating unique employee benefits programmes for employers and being responsible for two of the country’s largest institutionally owned Dealer Groups: Securitor and RetireInvest – which at the time managed in excess of $10B for over 80,000 clients.
George is now the Co-Founder of Fiduciary Financial Services Pty Ltd.
JASON RYAN
Chief Customer Officer, representing both Carisma & Intogreat
With over 30 years of experience, including roles in strategic growth, operational transformation, and professional services, I bring expertise in addressing capacity, workflow, and profitability challenges. Currently serving as Partner Customer Success at Intogreat Solutions, I focus on driving efficiency and scalability for professional services firms and corporate Australia. Further news will be coming soon about other partnerships that will enhance the solutions I can provide to businesses both locally and globally. My mission is to provide innovative strategies and back-office optimisation, enabling firms to enhance compliance and operational excellence. By leveraging my skills in digital strategy, sales, and coaching, I aim to empower organisations to achieve sustainable growth and build lean, high-performing teams without increasing overheads.
