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Ian Knox Managing Director, Paragem Partners
About Elixir Consulting
| Elixir Consulting was established in October 2007 by Sue Viskovic in order to fill a niche in the Practice Management space in Australia. It came from a belief that financial planning is an extremely important service, and that we should strive to continually improve the quality of advice delivered to consumers. |
Good financial planners should be able to deliver exceptional service to their clients and make healthy profits for their staff and families, and the two need not be mutually exclusive.
We identified a need for advisers to access affordable, tailored solutions to their own unique challenges - a personal diagnosis and treatment plan that was not an out-of-the-box solution, and personal advice on how to implement the solutions they needed.
Working so closely with financial advisers from a broad array of licensees and geographical areas, we are in a privileged position to also provide consulting services to corporate clients – dealer groups, fund managers, insurers, associations, regulatory bodies, training organisations etc. Our intimate knowledge of the issues being faced by advisers allows us to assist industry service providers to engage with advisers around the country, and develop relevant, effective products and services that allow them to further improve the outcomes for all stakeholders.
Our People
Managing Director... Sue Viskovic CFP®
Sue has worked in the Financial Services industry since 1997 and her experience spans from banking to funds management, dealer group management and financial advising. Combining her experience of business management with her knowledge and education in financial advice, Sue is passionate about assisting advisers to improve their service delivery and quality of advice to Australian consumers, while achieving the outcomes they seek from their businesses. Sue started Elixir Consulting in 2007 Read more....
Frank Rodrigues LL.,B. J.P.
Frank started in the financial Services industry in 1971 as an owner-operator adviser, and pioneered the development of Self-Managed Superannuation, Fee for Service and many of the practice management philosophies that are considered 'best practice' today. Read more....
Stewart Bell
Stewart has over ten years experience working with advice businesses, spanning coaching roles at MLC, NAB, AMP and Hillross. He has designed and delivered a range of practice management seminars and consultancy programs at both Advisory firm and Licensee levels.
He has built consultancy teams from scratch and led them in working with advice businesses to increase their performance and business value. Read more....
Lana Clark
Lana has over 20 years experience in the Financial Services industry. During that time she has had experience in many different roles at Dealer Group level, Financial Planning Back office and Financial Planning Practices with both AMP and the Westpac/BT group, including Compliance; Operational Risk; Process and Workflow Mapping, Management and Implementation; Business and Compliance coaching and change management. Read more...
Sue-Ann Charlton
Sue-Ann has worked in the financial advice industry since 1988. A CFP, Sue-Ann's expertise ranges from strategic selling, sales coaching, business coaching, practice management, developing scalable advice models, leadership and mentoring. She is a professional presenter and gains enormous satisfaction from helping others achieve the success they desire.