IT Support for Perth
Financial Planners
Your practice holds some of the most detailed personal wealth data of any small business. We build IT around AFSL record-keeping obligations and the client data protection a wealth-focused practice actually needs - not generic small business IT.
Common IT Problems Perth Financial Planning Practices Face
Advice software accessed without consistent MFA across every device
Client wealth data spread across desktop, laptop, and personal phone
No verified process for payment or bank detail change requests
Uncertainty about which AFSL obligations actually apply to IT
Departing advisers or support staff retaining access to client files
No evidence to show a licensee or auditor when security is questioned
We fix these - and prevent them from happening again.
IT Services Built for Financial Planners
Advice & Practice Management Software
We support Xplan and similar advice and CRM platforms - reliable backups, controlled access, and integration with the rest of your practice systems.
Phishing-Resistant MFA & Conditional Access
Applied uniformly across office desktops, laptops, and personal phones - not just the devices sitting in the office, where advisers actually work.
Business Email Compromise Prevention
A documented, verified process for any request to change client payment or transfer details - the most common target for BEC in wealth-adjacent industries.
Device Management for Advisers
Intune-managed laptops and phones so every device touching client wealth data meets the same security standard, wherever it's being used.
Dark Web Monitoring
Ongoing monitoring for exposed adviser and staff credentials, so a leaked password from an unrelated breach doesn't become your practice's problem.
AFSL-Aligned Access & Record Keeping
Access controls, retention, and audit trails built to be deliberate and demonstrable - not incidental to how the practice happens to use its software.
AFSL Obligations and Client Wealth Data
AFSL holders and authorised representatives carry record-keeping obligations around client advice files, and ASIC's expectations around cyber resilience for financial services have been increasing. If your practice is connected to a licensee, bank, or insurer, you may also be asked to demonstrate security controls as part of their own compliance obligations under standards like APRA CPS 234.
We put the technical controls in place - MFA, access control, tested backups, and audit trails - and help you produce the evidence a licensee, auditor, or partner is actually asking for, rather than leaving you to piece it together under time pressure.
Read Our APRA CPS 234 GuideFinancial Planner IT Questions, Answered
Do financial planning practices have specific IT compliance obligations?
AFSL holders and their authorised representatives carry regulatory obligations around record keeping, client data handling, and increasingly cyber resilience expectations from ASIC. The specifics depend on your licensing arrangement - worth confirming directly with your licensee or compliance adviser, alongside the technical controls we put in place.
Is cloud-based advice software safe for client wealth data?
Reputable platforms built for financial services generally have strong security built in, but configuration, MFA enforcement, and access control still sit with the practice, not the software vendor. We configure and manage that side.
How is this different to IT support for accountants?
There's real overlap - both handle sensitive financial data and similar platforms - but financial planners typically hold more detailed personal wealth and investment data per client, and operate under AFSL obligations accountants generally don't carry.
We've been asked by our licensee to demonstrate our security controls. Can you help?
Yes - this is increasingly common as licensees and the institutions above them respond to obligations like APRA CPS 234 flowing down through their networks. We can assess your current setup and help you put together the evidence a licensee or partner is actually asking for.
Related services
Cybersecurity
Phishing-resistant MFA, dark web monitoring, and BEC prevention for client wealth data.
Microsoft 365 & Cloud Solutions
Secure email, SharePoint, and device management for advisers working across multiple devices.
Backup & Disaster Recovery
Tested backups for advice files and client records, with a documented recovery plan.
What Perth Businesses Say
This guy really knows his craft. I have used Top Tier several times already. His expertise is extensive and fits in well with our Company's growth at this stage. Having Top Tier as a partner going forward is an insurance policy for our ever expanding IT requirements.
Very knowledgeable. Attention to detail, honest and gets the job done.
Couldn't recommend Top Tier Computing highly enough. They went above and beyond to help me sort out some IT issues with my business, even taking the time to assist me over the weekend while I was overseas. They were responsive, knowledgeable and made the whole process straightforward.
Ready to take IT off your plate?
Book a free, no-obligation IT assessment for your Perth financial planning practice. We'll review your current setup and tell you exactly what needs attention.