You said · IT not keeping up with growth
Industry · Finance, advisers, accountants, AFSL
Growth is moving faster than the APRA and AFSL answers can keep up.
Financial services firms usually hit a wall when they cross the 50 to 100 staff mark. The spreadsheets that worked for a small advisory team become performance bottlenecks. Onboarding new advisers takes days instead of hours. Offboarding leaves access rights lingering in XPLAN or Class Super. The security posture that passed a basic insurer questionnaire now triggers red flags on wholesale client requests.
What this usually looks like
What outgrowing looks like in financial services.
You are managing client assets, superannuation data, or insurance policies. The Privacy Act and potentially APRA CPS 234 apply. Your tools include XPLAN, Iress, or BGL. When you hire ten people at once, the manual IT processes collapse. Licences for specialist software are missed or over-purchased. Data sovereignty becomes a genuine risk if cloud backups drift offshore.
Then the licensee annexure review or the insurance renewal comes through. They ask for evidence of identity management, patching cadence, and incident response. You can show you have backups. You cannot show who accessed what and when. The auditor wants to see a trail that proves you are controlling the environment, not just using it.
The pressure is not just about speed. It is about defensibility. A breach at this scale costs more than the IT budget. The fix requires tightening identity controls, automating routine tasks, and documenting processes so the next growth phase does not repeat the panic.
Where we'd start
Where we start to stabilise your operations.
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Step 01
Secure the identity layer first
We enforce MFA across all financial platforms, including Xero and MYOB. We map every user role in your CRM and accounting software to a specific access level. We remove admin rights from standard staff machines. This stops credential theft and limits lateral movement. It also provides the audit trail your licensee needs to see.
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Step 02
Automate onboarding and offboarding
We connect your HR system to your IT infrastructure. When a new adviser starts, accounts are created with the correct permissions for XPLAN or Iress immediately. When someone leaves, access is revoked across all platforms in minutes, not days. This reduces licence waste and eliminates the risk of former staff retaining data access.
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Step 03
Prepare for the compliance audit
We align your controls with APRA CPS 234 and Essential Eight maturity levels. We document your incident response plan so it is ready for inspection. We ensure backups are encrypted, tested, and stored in Australia. This prepares you for insurance renewals and wholesale client security questionnaires without the last-minute scramble.
Baseline controls, shared decisions
We take security so seriously, it's not optional.
Every plan includes the same core protections, because these are the controls that stop most of what we get called to. Phish-resistant multi-factor authentication. Known vulnerabilities closed within thirty days. Backups we have tested by restoring. Access removed the day someone leaves. A password manager, and a Microsoft 365 tenant that is hardened and kept that way. Those are not negotiable.
Beyond that, the right controls depend on your business, and application control is the clearest example. It is the strongest defence against software that should not run, and it costs real money and time to operate. A financial planning firm earns that cost back. A lawn care business rarely does. Knowing which one you are is our job, not yours.
Where a control does not fit, we agree that with you and write it down. You either source it elsewhere at your own cost, or we record the gap and what we both accepted. Nobody should learn about it during an incident.
We will still say no to a change we think ends in a breach, because we are in that incident with you. If you want every request actioned without anyone asking what it costs you, we are the wrong firm.
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The highest-impact controls are in every plan
A password manager, tested backups, endpoint and identity threat detection, and a hardened Microsoft 365 tenant come with all four plans. They are not priced separately.
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The rest we assess against your business
Above the baseline we assess each control against how you actually work, then tell you which ones earn their cost. Whatever we settle on, we write it down.
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We can say no to a change
If a request would leave you exposed, we will say so and we will not action it quietly. Convenience is worth arguing about. A breach is not.
What each plan includes
The full list of controls, and which plan includes which, is on the plans page.
Track record
Twenty years in. A hundred-plus clients. Every technician in Australia.
- Years in business
- 20+
- Loved clients
- 100+
- Aussie techs
- 100%
4.8 average · 46 reviews on Google
“We're on a monthly plan across all four of our sites, two of them interstate. PCs stay healthy, licences current, and the team understand our needs well.”
“Night and day working with CCP. They came in from day one, spent the time to ensure everything was set up and secure properly, and now everything just works. Due to the success we've had with them, we further engaged them to manage our phone systems and website. If you work with CCP you will never have to worry about your IT systems again.”
“We have been using CCP since the early 2000s and have always had great service on our 20-plus PCs and server. We recently moved to a managed service and cannot rate the experience highly enough. Well done Lee and team.”
“Walked through the other quotes we had and explained in detail what services we needed and what we didn't. They came in 50% cheaper. Just good, honest, straight-shooting people.”
“We have been continually impressed with CCP over the several years we have used them. They are extremely efficient, excellent customer service and well priced. I would recommend Lee and his team.”
The qualifier
Let's see if we're a fit.
Seven questions, one moment of your time. We'd rather tell you now than three months in.