James Heath Mcleod – Financial Adviser

Adviser identifying number: 306057
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: CAPITAL PARTNERS CONSULTING PTY LTD
Licence number: 227148
Licensee’s ABN: 27086670788
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/07/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CAPITAL PARTNERS CONSULTING PTY LTD
Authorised Representative identifying number: 227148
Authorised Representative’s ABN: 27086670788

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Advanced Diploma of Financial Services – Kaplan
• Bachelor Commerce and Bachelor of Science – University of Western Australia
• Certified Financial Planner – FPA
• Diploma of Financial Services – Kaplan

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• The Tax Institute

James Heath Mcleod is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products