Civitas appoints James McCowan

Civitas Services Australia Pty Ltd is delighted to announce the appointment of James McCowan as Business Partner. With an impressive career in the wealth management industry, James brings with him a proven track record of successfully transforming financial planning practices to high performing businesses.

James is widely recognised for his knowledge and experience collaborating with AFSL partners to drive efficiency improvements and streamline operations, strongly focusing on compliance, strategic business expansion, and client relationships.

James’ role at Civitas will see him working with new businesses, managing AFSL requirements and creating and executing financial solutions. While based in Brisbane, James will be servicing regions nationally.

Mark Stephen, Managing Director at Civitas Services said, “Optimising operational efficiencies is crucial for AFSL businesses, and financial planners often struggle to focus on streamlining operations due to other priorities. This is where we see James’ expertise – to guide these businesses to operate optimally and grow.”

James added, “Nothing excites me more than when I’ve helped a business grow and thrive. I’ve managed my own AFSL for over 8 years and fully understand the challenges it represents. I’m beyond excited to be working with the Civitas team. I’ve known Mark and Murray for many years, and together we are committed to helping our Practices build and maintain successful businesses.”

With his genuine desire to see businesses thrive, James is dedicated to helping you achieve your goals.

For more information or to schedule a consultation, please contact:

James McCowan, Civitas Services Australia
Phone: 0491 249 487
Email: james@civser.com.au

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