In finance, trust is everything. Hire to match.
APRA, ASIC, AFSL. Every hire has to stand up to audit. Assessely makes compliance and verification the default, not the exception.
Assessely is a smart HR platform for Australian finance businesses that combines hiring assessments, reference checks with fraud detection, and employee retention surveys in one place.
THE CHALLENGE
The hiring and retention challenges finance businesses face every day.
APRA, ASIC and AFSL audits do not forgive sloppy records
Every hire must meet regulatory and internal compliance requirements. Manual tracking across spreadsheets creates the audit risk your compliance team cannot afford.
Senior mis-hires are extremely costly
A wrong hire at adviser or director level affects clients, culture, and revenue. The cost goes well beyond the recruitment fee, and the regulator notices when client outcomes slip.
Client data demands trusted staff
Every person with access to client financial information is a potential risk. Thorough vetting before access is granted is a professional obligation, not optional.
THE SOLUTION
How Assessely solves it.
Compliance checks
Industry compliance built into every hire. Checks completed, timestamped, and recorded before offers are made. Audit trail produced automatically.
In-depth reference verification
Detailed reference checks with AI fraud detection. Especially important for senior, client-facing, and AFSL-authorised appointments.
Role-specific assessments
Assessments that include regulatory knowledge alongside role capability. Know who actually understands AFSL or licensing requirements before they start.
eNPS tracking
Measure loyalty in high-pressure finance teams. Spot retention risks before they become departures to a competitor.
Exit interviews
Understand attrition in a competitive talent market before your best people move to a competitor.
Team pulse surveys
Confidential pulse surveys for high-pressure finance teams where burnout and poaching are constant risks.
IN THEIR WORDS
What finance teams say.
Real moments from people using Assessely in small and medium-sized businesses today.
We hire advisers and paraplanners. The audit trail matters. When ASIC came through last August I exported six months of records in about 20 minutes. The auditor actually commented on it. That doesn't usually happen.
Andrew F.
Head of Compliance, mid-size financial advisory practice
Melbourne
Saved my bacon during a regulator review. Pulled the evidence in under a minute. Worth it for that alone.
Hannah F.
Chief Risk Officer, boutique wealth manager
Sydney, NSW
First reference check we ran came back flagging that the candidate had given us his housemate as a referee. He didn't get the job, obviously. Don't think we'd have caught it ourselves.
Bridget H.
People & Culture Lead, mid-sized professional services firm
Melbourne
HOW IT WORKS
Up and running in minutes.
Screen for regulatory fit
Assessments that include compliance and regulatory knowledge alongside role capability.
Verify references rigorously
Detailed reference checks with AI verification, especially for senior appointments.
Automate compliance onboarding
Compliance checks and document collection handled automatically. Audit-ready from day one.
QUESTIONS
Frequently asked questions.
Quick answers for finance teams considering Assessely.
Assessely runs on AWS with encryption at rest and in transit. Important for APRA-regulated entities and any firm with cross-border data obligations.
Every reference response, compliance check, and signed attestation is timestamped, attributed to the responder, and stored against the candidate or staff record. When the auditor asks, the trail is one report away. No filing cabinets, no email archives.
Candidate names and demographic markers are stripped before the AI scores anything. Scores are produced against the role criteria you define, with the rubric visible to you. Every AI output can be overridden by a human reviewer.
Premium at $199 a month covers AI assessments and full features. Reference checks are $1 per required referee. A 20-adviser practice running 3 to 5 hires a quarter typically spends under $400 a month.
Yes. Authorised rep declarations, ASIC registration captures, and licence-condition acknowledgements can all be collected through the onboarding workflow alongside reference and compliance checks.
Most finance practices are live and running their first compliance-tracked hire within a week. Migration of existing staff records from spreadsheets typically takes a day or two.
GET STARTED
Ready to improve hiring at your finance business?
From $99/month · 14-day free trial · No credit card to start · Cancel any time