Sue Viskovic
Managing Director
Sue Viskovic is our Founder and Managing Director of Elixir Consulting. She’s also a proud mother of four; a sought-after speaker; a business coach; and author of a number of books and programs designed for advisers. An active contributor to, and advocate of, the financial advice profession, Sue is passionate about the important role that quality advice can play in society.
With over 20 years’ experience in financial services, with roles spanning banking, funds management, advice and licensee services, Sue has built her career and her business on helping financial advisers, accountants and risk specialists to improve the way that they run their businesses and deliver advice.
Sue founded Elixir back in 2007. Sensing a growing need for independent Practice Management and Business Coaching she 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. Sue is thrilled to now share the stewardship of this national organisation with a passionate leadership team supporting highly competent coaches working with advisers in every state of Australia.
Sue is a sought-after speaker at conferences, a highly-rated facilitator and trainer, and contributor to industry publications, Associations and Education providers including the FPA, the AFA, and Kaplan Professional. She has authored the Adviser Pricing Models Research Report (five editions) and two books on adviser pricing models (Pricing Advice and Worth Paying For).
Sue has been awarded the Distinguished Service Award from the Financial Planning Association (FPA), she won the ‘Mentor of the Year Award 2015’ and was also a Finalist for the ‘Woman of the Year 2017’ in the Women in Financial Services Awards; was awarded ‘Practice Management Consultant of the Year 2018’ in the IFA Excellence Awards and a Brains Trust award from XY Adviser in 2018.
Sue has participated in numerous industry committees and volunteer programs, including raising funds for the Future 2 Foundation, two terms as Chapter Chair for the FPA in WA, mentoring for the Macquarie University Lucy and the FPA Women in Financial Planning mentoring programs, and has provided her services as a Judge in the ‘Female Excellence in Advice Awards’ since 2015 and the ‘IFA Excellence Awards’ in 2014, 2015 and 2021.
Since late 2020, Sue has held a Non-Executive Directorship on the Board of Lumiant, a SAAS start-up company designed to deliver exceptional client engagement for financial advisers and Accountants.
A word from Sue’s clients
“Sue was a guest speaker as part of our Locked Down Adviser – Circuit Breaker Webinar series and her presentation was nothing short of fantastic. Sue delivered an insightful, valuable and relevant presentation to our audience of Financial Advisers and I wouldn’t hesitate to recommend her to anyone loking for an engaging speaker for their event.”
“The number one thing that working with Sue has helped us with, is our profitability. We also have a more clear investment philsophy and process. We have been really happy with Sue and Elixir, it’s why we’ve been using her for so long! She challenges us on things and helps us get to where we need to be. The connections that Elixir are able to provide to other providers and assistance with referrals during the recruitment process is also extremely valuable.
I would have no hesitations in recommending Sue and Elixir to anyone looking for someone to side with them to help you have a clear pathway forward.”
“The knowledge of Sue and the Elixir team is 2nd to none in the industry. Sue is hardworking, innovative and very professional in her management of her clients. We have no hesitation in recommending anyone in the Financial Planning industry to who we believe is the most influential person going around. Thanks for all your help Sue.”
Location & Contact
Sue is based in Perth and services clients in Western Australia and other States by agreement. You can connect with Sue on LinkedIn here.
If you would like to schedule a brief chat to discuss any of Elixir Consulting’s services, please use the button to the right and enter your details to confirm your appointment.
Or, if you already know how awesome Sue is and you’d just like to book a meeting with her on ad-hoc consulting rates, you can book straight into her diary using the calendar below. (Don’t forget, if you’re an Evolve Alliance member, or you’re booking additional services with Sue over and above your existing coaching engagement, be sure to use your coupon code to get client rates).