VBP

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Contact Info

AZNGA, Level 10, 88 Philip Street, SYDNEY NSW 2000

Sales@vbp.au
(02) 899 99696

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Practice Manager Training Program
Boost your career in financial
planning practice support with
Australia’s only training course
for Practice Managers
Practice Manager Training Program
Boost your career in financial planning practice support with Australia’s only training course for Practice Managers

Ready to enhance your skills and confidence?

With the aim to produce exceptional Practice Managers in Australia, our team of experts have developed a special training program that aims to help individuals who are aiming to enhance their skills and build confidence.
This online training program is perfect for people who:
  • have the desire and passion to upskill from an administration role or senior role.
  • look for opportunities in improving their skills and effectiveness as Practice Managers.
  • plan to re-enter the workforce and/or want to step up a level in their career.
  • search for top quality courses that are practical and flexible allowing them to study when and there they want.
What’s in store for you:
  • Twelve (12) modules with video and written training manuals, to be completed at your own pace
  • Seven (7) live online workshops to explore the practical application of the concepts
  • Multiple choice assessments
  • Optional private coaching support
  • Access to templates to customise for your firm
  • Student community – build your network with other like-minded peers

Our Coaches

Some of the most experienced and enthusiastic coaches you’ll ever engage, our business coaches have a wealth of knowledge about what works in advisory businesses and have proven track records for helping their clients achieve greater success.

Sue Viskovic

General Manager - Consulting

Lana Clark

Senior Consultant

Graham Burnard

Senior Consultant

How Our Program Can Help You​

Boost Your Career

Through self-paced learning, online group workshops, and optional private coaching, we will guide you in harnessing skills needed to advance your career.

Produce Topnotch Quality Advice

Our team will help you learn and develop skills to run an effective back office and enable your advisers to deliver quality advice in a timely fashion.

Learn & Study Whenever, Wherever.

We understand the extra time and effort needed to take on this program. Thus, our team has designed this to be an self-paced online learning program giving you the flexibility to study when and where you want.

Boost Your Career

Through self-paced learning, online group workshops, and optional private coaching, we will guide you in harnessing skills needed to advance your career.

Learn & Study Whenever, Wherever.

We understand the extra time and effort needed to take on this program. Thus, our team has designed this to be an self-paced online learning program giving you the flexibility to study when and where you want.

Produce Topnotch Quality Advice

Our team will help you learn and develop skills to run an effective back office and enable your advisers to deliver quality advice in a timely fashion.
What Our Students
Are Saying About the
Program
Client Testimonials
Check out what our proud students have to say

“I really enjoyed the course and having people speak about their experiences. Doing the course helped me gain a lot of confidence that I am on the right track for a best-practice FP business. I can take this information and use this to be a more valuable team member..”

Emma Brooke

Practice Managers Training Program student

“The most fascinating thing I took away from the program is learning about the characteristics of people within the business and how to work, learn and teach them in the way that works best for their personality. I think it was the one topic that stood out for me."

Naomi Harris

Practice Managers Training Program student

Ready to take your business to the next level?

Book a call and find out how we can support your growth.

Sue Viskovic

GM - Consulting

Sue Viskovic joins VBP as the General Manager of Consulting, following the acquisition of Elixir Consulting.

With over 20 years of experience in financial services, with roles spanning across banking, funds management, advice and licensee services, Sue built her career and business by helping financial advisers, accountants and risk specialists improve the way they run their businesses.

With the combined business of Elixir and VBP, we are able to offer superior service to clients and cement ourselves as the “go-to” growth partners for advice firms.

Lana Clark

Senior Consultant

Lana is a Speaker, Coach and Consultant. A master strategist, project manager and accountability coach with over 25 years’ experience in Financial Services, including roles within licensee services, advice and advice operations.

She provides coaching and consulting services to assist her clients to work through the challenges associated with change and business evolution.

Lana is passionate about assisting Financial Planning practices meet their objectives by ensuring they “get things done”. Having co-authored 3 of the 5 Adviser Pricing Models Research Reports and helped hundreds of advisers to successfully reprice their service offerings, she is also an expert at redesigning and implementing pricing models.

Graham Burnard

Senior Consultant

Over the past 25 years, Graham has held senior leadership roles across the financial services industry, developing a wealth of knowledge and experience of how successful advice businesses grow and prosper.

He brings a depth of experience to his firms, combining his skills in business growth and human performance with learnings from leading a number of large scale business transformation and integration projects as well as launching a range of product and service offers for Insurance, Funds Management, Platform and SMSF businesses.

With extensive experience and a great passion for client engagement and sales skills, Graham has a particular knack at helping advisers to improve the way they engage with new and existing clients, and take their ‘people skills’ to another level to deepen their client relationships and the outcomes they can help their clients achieve.