Advisers overlook home equity release strategiesBY KARREN VERGARA | THURSDAY, 22 JUL 2021 12:31PMFinancial advisers are shunning home equity release or reverse mortgage strategies that could potentially benefit retiree clients, according to new research. Related News |
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Kellie Wood
HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED
Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.
You need a credit licence to advise on these products (as well as the Centrelink equivalent) which not all advisers have