Sue Viskovic

Sue can clearly articulate her research and offers practical hands-on solutions .... has experience across the industry from product manufacturing and distribution through to General management ... as well as being an adviser herself. She understands the core of business sustainability and profitability...

Chris Dalton National Sales Manager, Next Financial Limited

Sue Viskovic CFP^®
Managing Director

Sue has worked in the Financial Services industry for over 13 years and her experience spans from banking to funds management, dealer group management and financial advising. Since her early days as a BDM with Challenger International, then National Manager with Challenger First Pacific, Sue has always taken a consultative approach to providing support to financial advisers around Australia. She narrowed her focus to Practice Management from 2002 when she joined Bridges Financial Services in a PDM role, later deciding to put her education to work, and experience running a practice first-hand. She did so running the Sydney office of Prosperity Advisers where she managed the team of Financial Planners and Chartered Accountants, and provided financial advice to private clients. She returned to Practice Management at Epic Adviser Solutions/Sentry Group until she founded Elixir Consulting in 2007.

Recognising a need for independent research into adviser pricing models, and also sensing a growing need for independent Practice Management and Business Coaching, Sue built the foundations for a team of Consultants who could assist financial advisers around the country to improve their quality of advice and financial outcomes for business owners, as well as their staff and clients.

In 2009, Elixir Consulting released a world-first research piece into Financial Adviser Pricing Models in Australia. Sue was the creator and author of this research. In 2010 Sue created the Pricing Advice program, a ten step process for advisers to create the right fee model for their practice.

A Certified Financial Planner, Sue is a sought-after speaker and regularly presents at conferences and PD Days around the country.

In 2008, Sue was elected Chairperson of the WA Chapter of the Financial Planning Association. Sue understands the delicate balance between servicing client needs and the practical management of a financial planning business, and is passionate about assisting advisers to improve both.

Testimonials

Presentation Testimonials

Delegate

Genesys PD Days, November 2009

"Brilliant. Give me more. She 'gets' it! Magnificent presenter."

Coaching Testimonials

Michael Carmody

Adviser and Equity owner of Byfields Financial Planning

Since commencing with Sue from Elixir consulting in November 2006 we have increased our gross revenue by 102% to the end of 2009. That’s double our revenue, at a time when a major global financial crisis was unfolding.

Consulting Testimonials

Daniel Parry

General Manager, Sentry Group Australia

"The 'alchemy' we all seek in dealer management is increased planner effectiveness - Elixir Consulting has delivered in spades"