James Heath McLeod
Financial Adviser in West Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000306057
- Location
- West Perth WA 6005
- Licensee
- Capital Partners Consulting Pty Ltd (AFSL 227148)
- Authorised since
- 1 July 2012
- First provided advice
- 2006
- Qualifications
- Bachelor of Commerce / Economics, University of Western Australia (2005); Advanced Diploma of Financial Services, Kaplan (2007); Certified Financial Planner, Financial Planning Association (2009); Graduate Diploma in Applied Tax Law, The Tax Institute (2017); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About James Heath McLeod
James Heath McLeod is listed on ASIC’s Financial Advisers Register as a current financial adviser based in West Perth, Western Australia (adviser number 000306057).
James provides advice as an authorised representative of Capital Partners Consulting Pty Ltd, which holds Australian financial services licence 227148. That authorisation dates from 1 July 2012.
The register records 2006 as the year James first provided financial advice. The qualifications listed for James include Bachelor of Commerce / Economics (University of Western Australia, 2005), Advanced Diploma of Financial Services (Kaplan, 2007) and Certified Financial Planner (Financial Planning Association, 2009). James is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is James Heath McLeod a registered financial adviser?
Yes. James Heath McLeod is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000306057.
Which licensee does James Heath McLeod work under?
Capital Partners Consulting Pty Ltd, Australian financial services licence 227148.
What can James Heath McLeod give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.