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IT support & cyber security for financial planners and advisersYour licensee expects proof.

Managed IT, cyber security and fixed-price practice automation for Australian advice practices. Hosted in Australia. Sensitive data stays onshore.

  • Cyber controls you can show your licensee, monthly
  • Every withdrawal request flagged for a call-back
  • Advice records, complaints and breaches on the clock
See the five products → Book a 30-minute practice review
Illustrative · how the products handle a typical morning
Where the risk gets in

Your inbox is where the risk gets in.

Client instructions, advice documents and ID move through email every day. Licensees now expect practices to show their cyber controls, not just describe them.

01

Withdrawal and rollover instructions by email

A compromised client mailbox asks to redirect funds. The request is polite, urgent and convincing, and it is the fraud ASIC has already seen.

Client Instruction Guard Available now
02

“Describe your cyber controls”

Licensees ask practices to evidence MFA, patching, endpoint protection, backups and training. A spreadsheet filled in once a year does not answer that.

Insurer & licensee submissions Available now
03

Advice records spread across inboxes

Seven years of advice records should be retrievable on request. When they live in adviser mailboxes, they are neither safe nor findable.

Advice Record Filing In validation
04

Complaints that slip past day 30

A complaint that arrives as a casual email can sit unrecognised. The 30-day clock starts anyway.

Complaints & Breach Register Available now

Using AI in your advice process? What ASIC found in REP 798, and what to document.

What’s changed

The obligations your practice already carries.

The rules that already apply to advice practices and their licensees, and the one arriving this year.

ASIC v Fortnum, 2026

$1.35 million for weak cyber oversight

Fortnum Private Wealth admitted it failed to adequately oversee and monitor the cyber resilience of its more than 200 authorised advisers. Expect your licensee to ask for verified evidence, not self-attestation.

ASIC · Supreme Court of NSW
7 years

Advice records on demand

Personal advice records must be kept for seven years and given to your licensee on request.

Corporations Act
30 days

Complaint and breach clocks

Standard complaints must be resolved within 30 calendar days, and licensees must report reportable situations to ASIC within 30 days.

ASIC
10 Dec 2026

Privacy Act transparency

Privacy policies must describe decisions that software makes, or substantially helps make, using personal information.

OAIC
One team, three layers

Automation only works on a foundation that is already secure.

Most automation agencies bolt workflows onto whatever IT they find. We run the IT and the security first, so every product we install sits on a tenant we already know is locked down.

  • Managed IT. Helpdesk, Microsoft 365, devices, backup and quarterly reviews. $185 per user per month, published.
  • Cyber security. Essential Eight baseline, Microsoft Defender, Intune and Purview set up properly, monitored around the clock.
  • Practice Automation. Five products built for financial advice practices, each with a published price, installed in your own tenant.
See Managed IT → See cyber security
Practice Automation for financial advice practices

Five products. Published prices.

Built for Microsoft 365 Business Premium and Xplan. Other advice platforms and licensee-mandated registers on request. Each one installs into your own Microsoft 365 tenant, and each one stands alone.

01

Advice Record Filing

RecordsIn validation

Advice records filed, not left in the inbox. A 7-year retention safety net and a weekly unfiled report, with Xplan filing and a before-send prompt to follow.

setup from$3,450 02

Client Instruction Guard

SecurityAvailable now

Every withdrawal request flagged for a call-back. Withdraw, roll over or redirect requests flagged, with a call-back to a number on file assigned and logged.

setup from$1,950 03

Client Data Exposure Sweep

SecurityAvailable now

Find the TFNs you didn’t know you had. Email and OneDrive scanned for TFNs, ID and statements, exposure reported by mailbox.

setup from$1,950 04

Insurer & licensee submissions

ComplianceAvailable now

Verified evidence, not self-attestation. Your licensee attestation or cyber renewal questionnaire completed from your Evisent Live evidence, with the pack attached.

from$450 05

Complaints & Breach Register

ComplianceAvailable now

Never miss a 30-day clock. Log it in a minute. Reminders run ahead of the deadline and possible breaches are flagged.

setup from$1,950
Licensee Ready bundle · products 02 + 04 + 05 for $4,550 setup. Answers your licensee’s three hardest questions: fraud, cyber and complaints.See pricing & build a quote →

Prices ex GST for practices of up to 10 staff. Evisent managed clients receive 10% off setup.

Custom builds · Any industry

Not on the list? We’ll build it.

The products cover the jobs most practices share. Your business has its own. Tell us the job that eats your team’s week and we’ll scope a custom automation inside your Microsoft 365, quoted at a fixed price before we start.

Send us your brief → How custom builds work
  • Any industry. If the work runs through email, files, spreadsheets or forms, it can usually be automated.
  • Review first, fixed quote second. Thirty minutes with an engineer, then a written scope and price. No payment until you approve it.
  • Built and managed by us. In your own tenant, secured by the team that already looks after your IT.
Evisent Insights · Sold separately

What principals see across the practice.

Ongoing fee arrangements still to sign, CPD hours by adviser, the next file audit, and the breach and complaints registers, next to cash. Drawn from the systems you already use, and it runs in your own Microsoft tenant, so the data stays with you.

Sold separately: not part of Managed IT plans, and you don't need to be a managed client. Builds start from $4,950 ex GST, depending on the modules, the data sources we connect and the customisation involved. Every build is quoted at a fixed fee first.

See Evisent Insights → Ask about Insights
Demo companyEvisent Insights for a demo financial planning practice: licensee and ASIC expectations with status and evidence, fee renewals and adviser time.
A demo financial planning practice. Every name and number is made up.
Real client work

What this looks like when it is running.

Managed IT · accounting practice · 12 months117 tickets. All resolved.

A 12-user accounting practice with an advice arm under an external AFSL: 23 endpoints secured, 1,176 vulnerabilities tracked, 125 patch cycles and four quarterly reviews. What $1,850 a month actually buys.

Read the case study → Incident response · email compromiseContained by 6 AM.

A compromised Microsoft 365 account sent 607 phishing emails in 48 minutes, starting at 4:20 AM. Traced, contained and shut down the same morning.

Read the case study → What an audit finds$4,070 saved

A 35-staff business asked for a cost review. It also got seven high-severity security findings it did not know it had.

Read the case study →

★★★★★ 5.0 across 50 Google reviews from Australian businesses we look after.

Straight answers

Questions practices ask first.

Can you give our licensee evidence of our cyber controls?

Yes. Evisent Live reads your cyber controls from your own systems every morning, and the dated Live Evidence Pack goes to your licensee every month. For an attestation, Insurer & licensee submissions completes it from that evidence and attaches the pack. Both need Evisent Managed IT underneath them.

How do you stop withdrawal and rollover fraud?

A compromised or spoofed client email asking to redirect funds is flagged, and a call-back to a number already on file is assigned and logged before anyone acts on it. We cannot block a payment in your banking or platform, so the call-back has to be part of your process.

Do you work with Xplan?

Yes. Our standard stack for advice practices is Microsoft 365 Business Premium and Xplan. Other advice platforms and licensee-mandated registers are quoted after a practice review.

How much does managed IT cost for an advice practice?

$185 per user per month, ex GST, published on our Managed IT page; Microsoft 365 licences are billed separately. That covers the helpdesk, Microsoft 365, devices, backup, an Essential Eight security baseline and quarterly reviews.

Where is our client data stored?

Data that needs to stay in Australia stays here, in your Microsoft 365 tenant or our Australian Azure. Where a project genuinely benefits from a more capable overseas model, we use it only for data that is allowed to leave, with your sign-off.

↳ Next step

Thirty minutes on your practice.
Something to show your licensee.

A 30-minute call to map your systems and pick what fits: managed IT, a single product, or nothing at all. If nothing needs doing, we will tell you.

Book a 30-minute practice review → Ask a question 1300 384 736