Mostly No | Foundational
Security, compliance or infrastructure gaps may expose the organisation to operational, regulatory or reputational risk.
Assess Your Financial Services Cybersecurity Maturity
STEP 1
Take the Self Assessment to understand your infrastructure maturity and highlight gaps
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.
Once you submit the self-assessment, you will receive a summary of your organisation’s cybersecurity and infrastructure maturity along with practical recommendations to strengthen your environment.
Quiz Starts Here
Complete the Self-Assessment to book your 10 minute Microsoft 365 & Dark Web Review meeting
STEP 2
Book a 10 minute call to receive your report on your Microsoft 365 Security & Dark Web Exposure
Once you've submitted the self-assessment and received a summary of your organisation’s cybersecurity and infrastructure you will also gain access to two complimentary security reviews with the andersenIT team:
• Microsoft 365 Security Review – A targeted review of your Microsoft 365 security configuration and controls.
• Dark Web Exposure Review – A scan to determine whether your organisation’s credentials or domains appear in known breach databases.
These sessions help provide deeper insight into your environment and highlight opportunities to further strengthen your security posture.
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