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