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Mark Stephen
Managing Director at Civitas Services
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Work Experience
Managing Director
Sep 2021 - Present Β· 3 years and 4 months
Self-employed
Management And Leadership Consultant
Dec 2020 - Sep 2021 Β· 9 months
Lonsdale Financial Group
Chief Executive Officer
Nov 2011 - Dec 2020 Β· 9 years and 1 months
Company Details
2-10 Employees
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. πŸ‘‰πŸ» Empower: We empower members to realise their full potential and capabilities – to be better business people, better leaders and better advice professionals. πŸ‘‰πŸ» Lead: We work with advice businesses that have a pioneering spirit and are at the forefront of the financial advice industry. πŸ‘‰πŸ» 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: πŸ”— 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. πŸ”— 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. πŸ“ Connexus Club πŸ“ Connexus Tech πŸ“ Connexus Coaching πŸ“ Connexus Governance πŸ”— BUSINESS SOLUTIONS Having worked firsthand with all our business solutions partners, we know they’ll bring the expertise and efficiencies your business needs. πŸ“ IT & Cyber Security πŸ“ Paraplanning πŸ“ PI Insurance Head to our website to learn more about how we can support you πŸ”—
Year Founded
2021
Social Media
Linkedin
Industry
Financial Services
HQ Location
Melbourne, AU
Keywords
AFSL ApplicationAFSL managementGovernanceAdvice technologyCoachingPI InsuranceParaplanningCyber SecurityAFSL Supportand Adviser Community
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