About Us
Bringing together over 30 years of industry experience, Civitas Services was established in 2020 to deliver a full range of licensee service and practice solutions to small-to-medium AFSLs.
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 Civitas Club, driving a high-performance culture amongst our network of advice professionals and businesses.
