James McLeod Email & Phone Number
Principal | Senior Wealth Adviser | Head of Business Development @ Capital Partners Private Wealth Advisers
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James McLeod Location
- Perth, WA, AU
James McLeod Work
- 2010 -now Principal | Senior Wealth Adviser | Head of Business Development @
- 2016 -now Founding Member | Treasurer @ Rotary of Elizabeth Quay
- 2019 -2022 Director - Membership and Club Development @
- 2013 -2014 President @ Rotary Club of Crawley
- 2006 -2010 Financial Adviser (CFP) @ Wealth Management
James McLeod Education
- The Tax Institute
Graduate Diploma of Applied Tax Law
2015-2017 - Financial Planning Association
Certified Financial Planner
2008-2009 - Advanced Diploma in Financial Services (Financial Planning) 2006-2007
- Collaborative Professionals WA - Collaborative Family Law
Financial Neutral
2018 - Kaplan Professional
(Self Managed Superannuation Fund accreditation)
- Fi360
- Hale School
Accredited Investment Fiduciary
- Enrich Australia
(Providing Advice in Client Philanthropy)
2014 - Australian Environmental Grantmakers Network 2014
- The University of Western Australia
B.Com and B.Sci (Investment Finance, Management, Exercise and Sports Science)
James McLeod Skills
- Investments
- Financial Advisory
- Strategic Financial Planning
- Wealth Management
- Wealth
- Risk Management
- Wealth Management Services
- Finance
- Financial Planning
- Management
- Financial Services
- Portfolio Management
- Leadership
- Investment Strategies
- Superannuation
- Financial Markets
- Asset Management
- Strategic Planning
- Estate Planning
- Retirement Planning
- Financial Analysis
- Business Strategy
- Debt Management
- Retirement
- Relationship Management
- SMSF
- Business Process Improvement
- Asset Allocation
- Investment Management
- Certified Financial Planner
- Pensions
- Securities
- Investment Advisory
- Wealth Accumulation
- Income Protection
- Private Wealth Management
- Business Risk Management
- Wealth Protection
- Family Business
- Redundancy Advice
- Aged Care Advice
- Philanthropy
- Wealth Coaching
- Intergenerational Wealth Transfer
- Strategy
James McLeod Summary
- James McLeod, based in Perth, WA, AU, is currently a Principal | Senior Wealth Adviser | Head of Business Development at Capital Partners Private Wealth. James McLeod brings experience from previous roles at Rotary of Elizabeth Quay, Rotary District 9455, Rotary Club of Crawley and Wealth Management. James McLeod holds a 2015 - 2017 Graduate Diploma of Applied Tax Law @ The Tax Institute. With a robust skill set that includes Investments, Financial Advisory, Strategic Financial Planning, Wealth Management, Wealth and more. James McLeod has 2 emails and 4 mobile phone numbers on RocketReach.
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