Civitas Services empowers self-licensed financial advice professionals to lead the industry forward and builds the connections that shape a new generation of high performing advisers.
Empower. Lead. Connect.
Founded in 2020 and backed by over 30 years of industry experience, we deliver tailored licensee services and practice solutions to small-to-medium AFSLs across Australia. Whether you’re establishing your licence or optimising a mature practice, we provide the tools, guidance and community to help your business grow—sustainably and confidently.
We go beyond compliance and back-office support. Our mission is to develop better leaders, better managers, and better advisers. Through our Civitas Club and a powerful network of like-minded professionals, we create opportunities for our members to connect, collaborate and lead the industry forward.
From licensing and AFSL support to cutting-edge business solutions, legal and tech resources, and a calendar of professional development events, everything we do is designed to drive better outcomes—for your clients, your team, and your bottom line.
We’re here to help you build a high-performing, client-centric advice business that’s not only successful, but future-ready.
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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