Protect Your Data, Protect Your Clients
A Practical Guide to Offshoring Risk
Co-authored by Brian Jones (CEO, VA Platinum) and Fraser Jack (CEO, The Cyber Collective), this whitepaper helps financial services professionals manage the cyber, compliance, and reputational risks of outsourcing and offshoring.
Introduction
Outsourcing is now a core part of how financial services firms scale — but when you hand over your clients’ data, you carry the responsibility.
This practical whitepaper breaks down complex cybersecurity, governance, and regulatory requirements into straightforward, actionable steps — helping you stay compliant, secure, and trusted.
Written for the financial advice and professional services sector, it blends frameworks, case studies, and checklists to help you protect your firm, your clients, and your licence.
What You'll Learn
- How to meet ASIC, APRA, and Privacy Act requirements for offshore outsourcing
- What “secure” really means for offshore teams — and what your clients expect
- How to build a culture of cyber awareness and accountability
- Best practices for contracts, documentation, and due diligence
- Practical checklists to guide your policy and operational decisions
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Who Should Read This?
- Financial advisers and brokers
- Compliance officers
- Responsible managers and licensees
- Practice principals
- Professional services owners (e.g. accountants, planners, mortgage brokers)
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