About these terms
FinDeskPro Pty Ltd (we, us, our) provides supervised remote back office support to Australian financial services firms. By engaging us, or by using this website to make an enquiry, you agree to these terms.
Where a specific written engagement contract or statement of work has been signed between us and your firm, that document governs the specifics of the engagement. These terms operate as the general framework around any such contract.
The services we provide
Our services include bookkeeping support, mortgage processing support, financial planning administration, insurance broker support, accounting workflow support and related compliance-adjacent administration for Australian financial services firms.
All work is delivered through a supervised remote access model. Our operators work inside your systems. We do not export your data, do not hold local copies, and do not transfer files off your environment.
Engagement basis
- Pilot. Most engagements begin with a two to four week supervised pilot at an agreed scope, so both sides can assess fit before committing to more.
- Rolling monthly. Ongoing engagements are month to month unless a longer term is agreed in writing. There is no annual contract.
- Notice. Either party may end an ongoing engagement with 30 days written notice, subject to completion of in-flight work already scoped for the current cycle.
- Scope changes. Changes are handled in the weekly sync and confirmed in writing. They do not require a formal renegotiation cycle.
Your responsibilities
To let us do our best work, you agree to:
- Provide timely, scoped access to the systems needed to deliver the agreed work.
- Nominate an account owner on your side who can approve scope changes and sign off deliverables.
- Retain final review and approval on every deliverable that leaves your firm.
- Comply with your own regulatory, licensing and professional-body obligations. We support your compliance; we do not replace it.
- Pay fees on the agreed schedule.
Our responsibilities
We agree to:
- Assign named operators trained in the platforms your firm uses.
- Work supervised inside your systems, with monitored sessions and time-bound access.
- Follow your workflow, your file-naming conventions and your quality bar.
- Provide transparent hours reporting and monthly service reviews.
- Escalate exceptions with context, not leave them as unknowns.
- Notify you promptly of any suspected security incident affecting your data.
Fees and payment
Fees are quoted monthly based on capacity and service line. Pricing is transparent and does not use hidden minute-billing. GST is added where applicable in accordance with Australian law.
Invoices are issued monthly in advance and are payable within 14 days of the invoice date unless otherwise agreed. Overdue amounts may attract interest at the RBA cash rate plus 2% per annum.
Confidentiality
Each party will keep the other party's confidential information confidential and use it only for the purpose of the engagement. This obligation continues after the engagement ends.
All operators are bound by written confidentiality obligations. Confidential information does not include information that is or becomes publicly known through no fault of the receiving party, or is required to be disclosed by law.
Intellectual property and data ownership
Your data stays yours. All records, workpapers and files created inside your systems in the course of an engagement remain your property. We claim no ownership of your data or of deliverables produced for your firm.
Our methodologies, templates, training materials and internal tooling remain our intellectual property. Where we make general improvements or checklists available for your benefit, you receive a non-exclusive licence to use them internally.
Limitation of liability
To the maximum extent permitted by law, our aggregate liability for any claim arising out of or in connection with an engagement is limited to the fees paid by you to us in the three months preceding the event giving rise to the claim.
Neither party is liable to the other for indirect, consequential, or economic loss, including loss of profit, loss of business or loss of anticipated savings, whether arising in contract, tort (including negligence) or otherwise.
Nothing in these terms limits or excludes liability that cannot be lawfully limited or excluded, including under the Australian Consumer Law.
Term and termination
Engagements begin on the date agreed in writing and continue on a rolling monthly basis until ended by either party on 30 days notice. Either party may terminate immediately on written notice if the other materially breaches these terms and fails to remedy the breach within 14 days of being notified.
On termination, we will complete any in-flight work already scoped for the current cycle, issue a final invoice, and hand back any working notes retained inside your systems.
Governing law
These terms are governed by the laws of Western Australia. The courts of Western Australia have exclusive jurisdiction over any dispute arising out of or in connection with these terms.
Contact us
Questions about these terms can go to:
FinDeskPro Pty Ltd
Perth, Western Australia
Email: hello@findeskpro.com.au
Phone: +61 08 6558 1717