IT Support for Financial Services Brisbane
Managed IT built around security, governance and reliable access to client information.
Financial planners, mortgage brokers, AFSL holders and wealth advisers operate under obligations that vary by business and licence structure. Your IT should support those obligations with strong access controls, reliable records and practical risk management - without pretending technology alone guarantees compliance.
Built for the way your business works
Why financial services firms need a security-led IT partner
Client records, financial information and high-value transactions make financial services businesses attractive targets for phishing, account takeover and data theft. Remote work and multiple cloud platforms add more places for access and retention settings to drift.
Connected Platforms manages the underlying environment and provides clear IT records that can support your internal governance, adviser and insurer requirements. Regulatory obligations should still be confirmed with your compliance and legal advisers.
What financial services IT support covers
Support, security and planning delivered as one connected service.
Secure remote access
MFA, Conditional Access and device management policies that support secure work from approved locations and devices.
Email security and retention
Anti-phishing controls, threat protection and retention settings configured around your documented business requirements.
Microsoft 365 and business platforms
Management of Microsoft 365 plus the devices, access and integrations surrounding the applications your team uses.
Backup and continuity
Encrypted backups, tested recovery and practical continuity planning for critical client and business information.
Essential Eight-aligned security
A risk-based baseline covering patching, MFA, restricted administration, application control and recovery.
Governance-ready IT records
Clear documentation of systems, access controls, security measures and recovery arrangements to support reviews and decision-making.
Security and governance work better as part of complete managed IT
Point solutions do not create accountability. We bring support, Microsoft 365, security, backup, vendor management and technology planning together through one managed IT relationship.
Is This the Right Fit?
We work with specific types of businesses. Being honest about this saves everyone's time.
- ✓You're an AFSL holder, financial planner, mortgage broker or wealth adviser with 5 to 60 staff
- ✓You handle sensitive client financial data and need strong access controls and documented audit trails
- ✓Your current IT provider doesn't understand the environment financial services businesses operate in
- ✓You need reliable, documented IT records that support your internal governance and compliance reviews
- ✓You want one accountable IT partner -- not multiple vendors pointing at each other when something fails
- ✕You're a large institution with an internal IT department and enterprise-scale requirements
- ✕You want technology that guarantees regulatory compliance -- IT supports compliance, it doesn't replace your legal and compliance obligations
- ✕You have fewer than 5 staff primarily using consumer or SaaS tools
- ✕You need a one-off IT assessment rather than ongoing managed support
Not sure? A 20-minute call will answer that question for both of us.
Book a Free CallCommon Questions
How much does IT support for financial services cost?
Per-seat pricing based on the number of users. Financial services environments often have specific security and retention requirements that affect scope. See our pricing page or call 07 3062 6932.
Can you guarantee our IT will be AFSL or ASIC compliant?
No, and any provider who says yes is overstating what IT can do. We implement strong controls -- MFA, access management, email retention, encryption -- and produce documentation that supports your compliance obligations. Your compliance team and legal advisers determine what satisfies your specific licence requirements.
Do you support financial planning and CRM software?
Yes. We support environments running Xplan, Midwinter, Advice Intelligence, HubSpot and other platforms. We manage the device, network and Microsoft 365 layer so those applications work reliably, and coordinate with vendors when integration issues arise.
What email retention settings do you configure?
We configure retention policies based on your documented business requirements. Standard AFSL obligations typically require 7 years for certain communications -- we implement what you specify and document the configuration for your compliance records.
How do you handle secure remote access for advisers?
We use MFA, Conditional Access policies and device management (Intune) so remote access only works from approved, managed devices -- not personal laptops or unmanaged phones. Access attempts from unmanaged devices are blocked by default.
Talk to a Brisbane IT team about a more accountable financial services environment.
We’ll review the current environment, explain the gaps plainly and tell you whether our managed IT model is the right fit.