Financial Adviser
· WEST PERTH, WA
James Heath Mcleod
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000306057
James Heath Mcleod is a financial adviser based in West Perth, Western Australia, with 20 years of experience in the financial services industry since 2006. James is currently authorised under Capital Partners Consulting. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). James's qualifications include a Certified Financial Planner from Financial Planning Association. James is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Commerce / Economics
University of Western Australia
2007
Advanced Diploma of Financial Services
Kaplan
2009
Certified Financial Planner
Financial Planning Association
2017
Graduate Diploma in Applied Tax Law
The Tax Institute
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan