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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Paul Heath
CHIEF EXECUTIVE OFFICER
KODA CAPITAL PTY LTD
KODA CAPITAL PTY LTD
Koda Capital chief executive and founding partner Paul Heath grew up a stone's throw from the company's chair Steve Tucker in Perth. Their eventual collaboration gave rise to one of Australia's premier independent wealth management firms. Andrew McKean writes.
You need a credit licence to advise on these products (as well as the Centrelink equivalent) which not all advisers have