 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.
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 | 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 | 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 | 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 PAGE: 1 |
Latest News
Esencia merges with HNW advice practice
|A Sydney-based practice advising high-net-worth individuals is merging with Esencia Wealth, adding some 250 clients and two senior advisers to the firm.
SIAA calls for fresh talent amid advice demand
Stockbroking and investment advice firms need to broaden their approach to attracting and retaining talent as the profession prepares for a major shift in clients and wealth, according to a new report from the Stockbrokers and Investment Advisers Association (SIAA).
FEATURE | Digital advice | Interlocking the pieces
Digital advice has become a core offering for wealth managers, yet it confuses many and implementation and use remain fragmented. Before it can achieve aspirations of scale, experts are urging for a better, unified understanding of the offering.
Aperio joins Akumin
Melbourne-based advisory firm Aperio Financial Services has switched licensees and joined Akumin as demand grows among advice practices for support to scale operations and improve efficiency.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
Stonepoint is another lesson in fund governance and investor protection
The demise of the Stonepoint Capital Fund may have gone under the radar for many, but proves an important point for independent governance when examined.
The importance of purpose-driven team meetings
A purpose-driven meeting can provide "clarity, accountability and engagement" within a financial planning practice.
Not all private credit risk is created equal
Advisers and investors need to look beyond headline yields and assess the structure, security and manager capability behind each strategy.
A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
