AFSL Support

The starting point of the support we offer is connecting 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.

Being a member of our “club” provides peace of mind that you will always have someone to turn to. We make AFSL management as easy as possible, keeping our members safe and on the right side of the Regulator through leading AFSL compliance tools and support.

Having the right tech partners is also key. Being part of a larger group allows the membership to benefit from group discounts and joint expertise.

Civitas Club

At Civitas, we firmly believe in the power of community and a ‘sense of belonging.’ From connecting regional businesses to businesses that share the same objectives and strategies, being able to soundboard ideas with others experiencing the same challenges can create excellent growth opportunities. Our common sense of purpose consists of a high-performance culture linked by advice professionals who typically are recognised as leaders – not followers.
Our community program includes professional development and networking events, including business forums and our Annual Congress.

Civitas Tech

We source leading third-party suppliers to ensure you access the best tech solutions at highly competitive rates. From streamlining your operations, managing your compliance, and facilitating communication with your clients, Civitas Tech will guide and support you in implementing these solutions into your business. When done right, you’ll have the support you need to deliver great advice, compliance, and oversight.

Civitas Coaching

Sometimes you need to take yourself out of the day-to-day to see the opportunities available, but finding the time is often the challenge as a business owner. Through our coaching service, we support you in finding opportunities to streamline your operations, discovering growth opportunities, and putting a roadmap in place to realise your business potential.

Civitas Governance

Corporate Governance, robust compliance and professional standards are the cornerstone of every advice business and AFSL holder. We build this capability into your business through various levels of support, from facilitating your AFSL Management, ongoing and live-time compliance regime, as well as Adviser Audits, regular legal and regulatory updates, and one-on-one support.

Through technology integration, product support, Responsible Manager training and CPD tracking, we will work with you to create a bespoke risk management framework to support your AFSL obligations.

Civitas Business Solutions

Through our extensive network, we are able to connect you with a number of industry providers to source competitively priced business solutions, including research, broking, IT infrastructure and security and paraplanning.

Having worked firsthand with all our business solutions partners, we know they’ll bring the expertise and efficiencies your business needs.