Mostly No | Foundational
Security, compliance or infrastructure gaps may expose the organisation to operational, regulatory or reputational risk.
Assess Your Financial Services Cybersecurity Maturity
PURPOSE
Cybersecurity & digital infrastructure readiness
This self assessment is designed for financial services executives, operations managers, and IT leaders to evaluate how well their business is equipped to
- Protect client data and maintain trust
- Meet evolving security and compliance obligations
- Modernise infrastructure to support automation and AI securely
- Demonstrate resilience to auditors, investors, and clients
It’s a quick, practical way to identify your current maturity across cybersecurity, compliance, and digital capability and to highlight where focused improvements can strengthen your position.
Quiz Starts Here
Common frameworks and obligations
- Australian Privacy Principles (APPs) – Governs how personal and financial data is collected, used, and stored. Applies to all financial services firms.
- ASIC RG 271 & RG 104 – Outlines requirements for handling complaints, record keeping, and risk management for Australian Financial Services Licensees (AFSL holders).
- ISO 27001 Information Security Management – The international standard for establishing and maintaining an information-security framework.
- ISO 9001 Quality Management Systems – Often used to demonstrate quality control and continuous improvement across service delivery.
- Essential Eight (Australian Cyber Security Centre) – A baseline security framework recommended for all Australian organisations.
- PCI DSS (Payment Card Industry Data Security Standard) – Required for any business processing or storing credit card information.
- AML/CTF Act 2006 (AUSTRAC) – Obligations for reporting entities to monitor, detect, and report suspicious transactions.
- SOC 2 (Type I & II) – Commonly requested by institutional investors and partners to validate data handling and system control maturity.
Your self-assessment results
What your results mean?
Mostly Partially | Developing
Core controls exist but require uplift to support reliable audits, resilience and future operational improvements.
Mostly Yes | Advanced
Your environment shows strong alignment with financial services expectations and is well positioned for automation and modernisation.
Find out what to do next
Book in a discovery call