What We Do
Communitas believes that Australians need and should have access to high quality financial advice which delivers the outcomes that they want and need. Our aim is to bring together a collective of independently-minded financial advisers striving for excellence in their advice.
Furthermore Communitas assists advisers to deliver investment solutions such as managed portfolios and separately managed accounts (SMAs), to add value to their clients by creating an investment ecosystem that supports their clients individual preferences.
Communitas obtains Professional Indemnity (PI) insurance cover for the activities of our Authorised Representatives.
Communitas provides fee and commission collection, administration and distribution services for its advisers across a broad range of providers to ensure that our advisers can work with any solution for their clients.
Communitas administers a Compliance Committee, ensuring that all obligations on the licensee are being met. We also provide a framework to engage a regular external quality review process to ensure quality advice standards are maintained.
Communitas administers a Research and Investment Committee to manage and distribute the Approved Product List (APL), including the assessment of requests to add additional products. The APL is extensive but doesn't stretch too far into exotic solutions which may place our clients at significant risk.
Communitas will use our industry knowledge and relationships to deliver administrative solutions to streamline your advice practice without all of the red tape. Our focus is to deliver succinct advice documents to clients which clearly demonstrate the value of the advice.
Communitas assists its advisers with access to leading technical support to assist with strategy creation and solution development. A second opinion or workshop with like-minded peers can often assist in elevating the level of advice delivered.
