Brokers, advisers and lenders spend hours on admin that keeps them away from clients. A dedicated offshore support team member from Staff Link can handle the back office, so you can focus on advice, relationships and growth.
🤝 Already trusted in Australian financial services
This is not new for us. Our Bali team already provides back-office support to an Australian broker and two Australian banks. Our clients value their privacy, so we never name them – but references are available on request.
📁 Back-office tasks we can support
- Loan processing admin and document collection
- CRM updates and pipeline management
- Client service emails and appointment booking
- Paraplanning administration support (not advice)
- Compliance file preparation and record keeping
- Bookkeeping and invoicing admin
🚫 What must stay with your licensed team
- Financial advice and credit assistance decisions
- Anything that requires an Australian licence or authorisation
🏛️ If you are APRA-regulated
APRA-regulated entities have specific obligations when using service providers, including under CPS 230 – check whether APRA must be notified before a material offshoring arrangement. Those obligations stay with your organisation; we support your due diligence with information about our team, systems and processes.
🔐 Privacy and data
You remain accountable for overseas access to personal information under the Privacy Act (APP 8). We work with you on access controls, and our company computers are password-protected and secured with approved data-privacy software.
“Spend your time on clients – let your support team handle the files.”
❓ Frequently asked questions
Do you already work with Australian financial services businesses?
Yes. We already provide back-office support to an Australian broker and two Australian banks. Our clients prefer privacy, so we never name them, but references are available on request.
Can your staff give financial advice?
No. Our team members provide back-office support only. Advice and credit decisions stay with your licensed team.
Are you APRA compliant?
APRA obligations sit with regulated entities, not service providers. We support your due diligence with information about our team, systems and processes.
Is client data protected?
Our company computers are password-protected and secured with approved data-privacy software, and we set up access to your systems with you.
How much does it cost?
From AUD 10 per hour plus an 11% service fee (plus any applicable taxes), month-to-month with no lock-in for standard roles (specialist and senior roles have their own terms and conditions). Staff Link pays your team member and handles all Indonesian salary, BPJS, THR and employment law.