James McLeod

Principal | Associate Director | Wealth Adviser
BCom, BSc, AdvDipFS, CFP, AIF®

 

Direct. +61 8 6163 6100
Mobile. +61 422 887 570
Email.jmcleod@capital-partners.com.au

2017 James McLeod


“The service you do for others is the rent you pay for your room here on earth.”

                                                                                                                                                                           Muhammad Ali

I was born and raised in Perth and from a young age, knew I was a “helper”.

School and University quickly passed and as many do at graduation, I found myself not having true clarity around my next steps. Taking the first opportunity that came my way saw me enter financial planning. At this time the profession was undergoing its first round of major legislative changes  signalling the end of the “old days” of commissions, conflicts of interests and overseas junkets.

Navigating my way through firms of various degrees of size and professionalism, I was stopped in my tracks by the global financial crisis.

As a 25 year old doing my best to coach clients through those uncharted waters, it was at best, career defining and character building and at its worst, quite distressing! This experience fundamentally shaped my belief of putting the clients at the centre of everything I do.

Once financial markets recovered, I knew it was time for a change and began searching for the next chapter in my career. I was introduced to Capital Partners by another adviser I knew and respected. I had never heard of Capital Partners prior to this, and even today we continue to be “Perth’s best kept secret”.  Capital Partners espouses what I was searching for in my career path and is recognised as the gold standard for financial advisory firms across Australia.

I am now in the fortunate position of being able to improve the lives of clients who also make a meaningful difference to others, whether it be in their careers such as medical professionals, through their involvement in voluntary community groups and boards, or through structured philanthropy.

Education and Associations

  • Certified Financial Planner
  • Bachelor Commerce
  • Bachelor of Science
  • Accredited Investment Fiduciary
  • Grad Dip Applied Tax Law

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