All Articles tagged with 'Sue Viskovic'

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AFA Female Excellence in Advice Award semi-finalists announced

From AFA - Association of Financial Advisers

The Association of Financial Advisers (AFA) and TAL have announced the semi-finalists in the 2016 AFA Female Excellence in Advice Award (the Award). Developed in 2011 as a joint initiative

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25 Aug 2016

AFA 2015 National Adviser Conference – Meet the Professionals and Meet the Innovators

From AFA - Association of Financial Advisers

The Association of Financial Advisers (AFA) is again running its hugely successful Meet the Professionals and Meet the Innovators roundtables at the 2015 AFA National Adviser Conference in Cairns (the

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09 Oct 2015

Adviser Pricing Models Research Report released

From Elixir Consulting

Elixir Consulting has released their ‘Adviser Pricing Models Research Report, third edition’ which reveals the pricing models and fees charged by advice businesses around Australia. Elixir Managing Director, Sue Viskovic

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01 May 2015

4 things I wish I was told about goal setting

From Elixir Consulting

Goal setting. You’ve heard all the one liners….‘If you don’t know where you are going, you’ll end up someplace else’; ‘Fail to plan and you plan to fail’; ‘A goal is a

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19 Mar 2014

The email cycle: getting back your productivity

From Elixir Consulting

When was the last time you felt relaxed and totally in control of your workload? We have noticed that everyone is busy, busy, busy right now. So here are our

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27 Aug 2013

A dirty little secret…

From Elixir Consulting

Okay, I’ll share my dirty little secret about business plans. After running our first webinar yesterday where I helped a group of advice business owners to write their business plan,

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09 Jul 2013

Earn CPD Points

CPD: The case for Australian mid-caps – why quality is on sale
Share prices move every day. The underlying value of the businesses behind those prices does not move nearly as often, or as much. That distinction matters more than usual right [...]
CPD: Investment bonds revisited – understanding the fundamentals in a changing tax landscape
For many years, investment bonds have occupied a relatively small corner of the Australian investment landscape. While familiar to some advisers, others may have had limited reason to consider them [...]
CPD: Positioning portfolios for the next world order
Key takeaways The global system is becoming more fragmented and policy-driven, leading to more uneven and less predictable market outcomes. Geopolitical risk is now persistent, showing up not just in [...]
CPD: A review of the Code of Ethics (part one)
The Financial Planners and Advisers Code of Ethics (Code) has sat at the centre of adviser conduct in Australia since it became mandatory on 1 January 2020. This article, proudly [...]
CPD: Think your clients aren’t complaining? ASIC might disagree
Complaints are so big right now 2026 has been a big year for financial services complaints, and not just numerically. Certainly, the volume of complaints is noteworthy. AFCA data[1] released [...]