About the Author

Julie McKay
Julie McKay
Head of Wealth Products, Structured Funds, Adelaide Managed Funds Limited (at time of writing)

As Head of Products for Leveraged Equities - a wholly-owned subsidiary of Bendigo and Adelaide Bank - Julie McKay specialises in developing wealth financing solutions for strategic partners, financial advisers and their clients. Julie's current role builds on her extensive experience in the finance and market risk industries, with a background in international markets, financial services regulation and equity investment.

Articles by Julie McKay

Showing 1 to 4 of 4 articles:
Julie McKay
JULIE MCKAY  |  FRIDAY, 13 JAN 2017
A customer meets an adviser for the first time. After a discussion, the adviser comes to understand two things about their new customer: they have big dreams but want timid investment options - what the industry calls "risk-averse". Read more
Julie McKay
JULIE MCKAY  |  THURSDAY, 11 DEC 2014
Leverage, specifically borrowing to invest, is often viewed in terms of its features, the potential to magnify gains and deductibility of interest. Of those who appreciate the benefits of gearing in a wealth accumulation strategy, many still tag margin ... Read more
Julie McKay
JULIE MCKAY  |  TUESDAY, 25 MAR 2014
Advisers need to be familiar with the rules related to special residences and how decisions about in-home care might impact the clients' future. Read more
Julie McKay
JULIE MCKAY  |  FRIDAY, 22 MAY 2009
Julie McKay works for Leveraged Equities. Her paper provides excellent background research on why using gearing to build wealth over the medium- to long-term remains a valid strategy. "Even in today's financial environment not all debt is bad. ... Read more
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