You said · Outgrowing our DIY IT
Industry · Finance, advisers, accountants, AFSL
Your DIY IT setup no longer meets financial services requirements.
Most financial services firms we work with started with a laptop, a Xero subscription, and a spare bedroom server. It worked when you were two advisers. It breaks when you have 20 staff, client data in the cloud, and a licensee asking for evidence. The gap between what you have and what APRA CPS 234 or a cyber insurer demands is widening every month.
What this usually looks like
What 'outgrown' looks like in Australian financial services.
You are juggling XPLAN, Iress, Class Super, and BGL on devices that were bought five years ago. Identity is managed via email chains. Backups exist but you have not tested a restore since 2019. The IT-adjacent person is drowning in password resets and cannot address the APRA CPS 234 controls required for your AFSL licence.
Then the insurer sends the renewal questionnaire. They ask for MFA coverage, patching SLAs, and incident response plans. You answer honestly and get flagged. The licensee sends the annexure asking for your security posture. You have no documentation trail to show. This is the point where DIY stops being cost saving and starts being a liability.
The pressure is not just about keeping the lights on. It is about proving you can protect client data under the Privacy Act and AUSTRAC Tranche 2 requirements. You need a provider who understands the difference between a retail IT fix and a financial services compliance framework.
Where we'd start
Where we start to bring you into compliance.
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Step 01
Map the environment and enforce identity
We inventory every device, licence, and data store. We enforce MFA on all cloud accounts and remote access. We connect identity to HR so offboarding is instant. We verify backups of XPLAN and client data with a test restore. This is the baseline for APRA CPS 234 and cyber insurance.
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Step 02
Build the evidence trail for the licensee
We document the controls we implement. We create the incident response plan required by your AFSL licence. We answer the broker and wholesale-client security questionnaires with facts, not hope. This protects your licence and satisfies the insurer's underwriting team.
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Step 03
Stabilise operations for the next growth phase
We replace ad-hoc tools with managed services that scale. We set up centralised patching and endpoint detection. We train your team on secure behaviour. You get a provider who understands financial services, not just general IT.
CCP's security floor
Every CCP client is covered by the Client Security Baseline.
The CSBO is our contractual security floor. MFA on everything that matters. Application control. Vulnerability management. Backups restored, not just scheduled. Account offboarding the same day someone leaves. Password management staff will adopt. Annual awareness training.
If you won't do the basics, we'd rather decline than take responsibility for an incident you chose to ignore.
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Multi-factor authentication
Phish-resistant MFA on everything that matters.
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Application control
Allowlisted applications. Nothing else runs.
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Vulnerability management
Known vulnerabilities remediated inside thirty days.
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Tested backups
Backups that have actually been restored, not just scheduled.
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Same-day offboarding
Account access cut the day someone leaves the business.
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Password management
A password manager your staff will actually use.
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Awareness training
Annual cybersecurity training. No one opts out.
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The full baseline
Eleven controls in total. Seven shown here. See what's included in Managed IT Complete.
Track record
Twenty years in. A hundred-plus clients. The numbers are load-bearing.
- Years in business
- 0+
- Loved clients
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- Aussie techs
- 0%
4.8 average · 46 reviews on Google
“The new investors are making us offshore IT. It sucks. You guys were perfect. I don't want to change.”
Our clients measure their tenure with us in years, not renewals. When they do have to leave (almost always because they've been acquired), they're sad about it. That's the metric that matters.
“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.”
“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.