Civitas Services brings together like minded, high performing businesses and individuals with the desire or common goal of building better advice outcomes for clients and advice businesses alike.
Empower
We empower members to realise their full potential and capabilities – to be better business people, better leaders and better advice professionals.
Lead
We work with advice businesses that have a pioneering spirit and are at the forefront of the financial advice industry.
Connect
We connect members through our Civitas Club, driving a high-performance culture amongst our network of advice professionals and businesses.
About us
We work with Australian Advice businesses to drive client outcomes, maximise profit potential and embed a high-performance culture amongst our network of advice professionals and businesses.
Licensing
We work with you from planning to application, preparing the right approach and required documentation to obtain your AFSL. Once established, we will guide you through the legal compliance aspects of managing an AFSL, as well as the mechanics needed to run the license and your business.
AFSL Support
We connect you with a network of high-performing peers at the forefront of the industry who raise the bar in client care, advice, and business performance. We aim to make AFSL management as easy as possible, keeping your business compliant and efficient through leading AFSL compliance tools and support.
Civitas Club
We believe that business growth, cohesiveness and professionalism is achieved through collaboration and the concept of reciprocity. As a member of Civitas Club, you join a club of industry leading professionals.
Having the right elements in place to support your AFSL and planning business is what Civitas is all about.
We have brought together what we believe are some of the best solutions in the market. Membership to the group provides numerous benefits: interact with high-performing peers, access leading edge legal help, current and next-gen tech, business solutions, or enjoying our education program and calendar of events. We are advocates for self-licensed advice businesses. Our goal is to make AFSL management as easy as possible, keeping our members safe while providing the necessary support services, so they can continue to pursue their business goals and realise their long-term business success.
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