Civitas Services

Having worked with many leading Australian advice businesses, we have a deep understanding of the integrated and standalone advice space and the benefits this business model brings to clients. Delivering industry-leading services and solutions is only a small part of what we do. At the heart of what we do is our commitment to helping our members become better leaders, better AFSL managers, and better advisers. Through this commitment to both individual and business growth, we look to embed a culture of professionalism that high-performing advice businesses aspire to, supporting them on their journey to creating successful, profitable and, sustainable client-centric advice businesses. 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 Connexus Club, driving a high-performance culture amongst our network of advice professionals and businesses. Some of the support and services we provide: LICENCING We guide you through the legal and compliance aspects of your AFSL and the mechanics needed to run the license and associated business. We also provide support and guidance in exiting your current licensing arrangement. AFSL SUPPORT 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. Connexus Club Connexus Tech Connexus Coaching Connexus Governance BUSINESS SOLUTIONS Having worked firsthand with all our business solutions partners, we know they’ll bring the expertise and efficiencies your business needs. IT & Cyber Security Paraplanning PI Insurance Head to our website to learn more about how we can support you