IT Support for Brisbane Financial Services Firms

Financial planners, mortgage brokers, and advisory firms — your clients trust you with their financial future. Your IT must be worthy of that trust.

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How We Help Financial Services

We support Xplan, Midwinter, Worksorted, Class Super, MYOB, and other financial planning platforms — handling installation, updates, integration, and troubleshooting.

We implement Essential Eight controls tailored for financial services — protecting client portfolios, personal data, and transaction records from ransomware, phishing, and BEC attacks.

We build and document IT environments that meet ASIC’s cyber resilience expectations and AFSL compliance requirements — supporting your licence obligations and audits.

We configure secure client portals and encrypted document sharing so clients can exchange sensitive financial documents safely — replacing insecure email.

The IT Challenges Financial Services Face

Client Financial Data at Risk

Financial services firms hold investment portfolios, superannuation details, and personal financial records. A breach has regulatory, legal, and reputational consequences.

AFSL & ASIC Compliance

Australian Financial Services Licence holders face increasing ASIC expectations around cyber resilience and data security. Non-compliance risks your licence.

Platform & Software Complexity

Xplan, Midwinter, MYOB, Class Super, Worksorted — your team uses multiple platforms that must integrate securely and reliably.

Frequently Asked Questions

Yes. We provide expert support for all major Australian financial planning platforms including Xplan, Midwinter, Worksorted, Class Super, and MYOB. We handle installation, updates, integrations, and troubleshooting.

We implement Essential Eight security controls including multi-factor authentication, application whitelisting, encrypted storage, network segmentation, and endpoint protection. Every measure is designed to meet the heightened security obligations of financial services.

Absolutely. ASIC increasingly expects AFSL holders to demonstrate cyber resilience. We implement and document the specific technical controls needed — including incident response plans, data protection measures, and access management — supporting your compliance obligations.

Yes. We set up secure remote access via cloud desktops and VPN so your advisers can access Xplan, client documents, and financial tools from client meetings, home offices, or any location — with full security controls.

Yes. Many cyber insurance policies for financial services firms require specific security controls. We implement and document the controls insurers require — including Essential Eight compliance, MFA, endpoint protection, and backup verification.

Managed IT Services for Financial Services

Minimise Downtime, Maximise Profits

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