HomeFinancial AdvisersJames Heath Mcleod – Financial Adviser

James Heath Mcleod – Financial Adviser

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

Name of the licence holder: GWM ADVISER SERVICES LIMITED
Licence number: 230692
Licensee’s ABN: 96002071749
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 27/09/2006
The date the Financial Adviser ceased the appointment: 30/06/2010
Name of the Authorised Representative: JAMES HEATH MCLEOD
Authorised Representative identifying number: 000306057
Authorised Representative’s ABN:

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:

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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:

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