JM
James Mc Leod
Principal | Senior Wealth Adviser | Head Of Business Development at Capital Partners Private Wealth Advisers
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Work Experience
Principal | Senior Wealth Adviser | Head Of Business Development
Jul 2010 - Present · 14 years and 5 months
Rotary of Elizabeth Quay
Founding Member
Jul 2016 - Present · 8 years and 5 months
Director - Membership And Club Development
Jul 2019 - Jun 2022 · 2 years and 11 months
Company Details
At Capital Partners, we're here to uncomplicate your financial life. An award-winning financial planning firm in Perth, we provide wealth solutions that are informed by life conversations. As a privately-owned business, we created a wealth-with-purpose philosophy and new fee-based, evidence-based approach – a fiduciary approach, with no investment commissions or compromises. The information provided on this site is of a general nature only and may not be relevant to your particular circumstances. The circumstances of each investor are different and you should seek advice from a financial planner who can consider if these strategies and products are right for you. © 2023 CAPITAL PARTNERS CONSULTING PTY LTD TRADING AS CAPITAL PARTNERS PRIVATE WEALTH ADVISERS ABN 27 086 670 788 AFSL 227148
Year Founded
1999
Social Media
Linkedin
Industry
Financial Services
HQ Location
22 Delhi Street WEST PERTH, WA 6005, AU
Keywords
Family CFO service.Values Based Financial Advice.Complex Family and Generational Planning.Comprehensive Wealth Management Services.Award WinningRetirement PlanningWealth PlanningInvestment Strategiesand Estate PlanningEstate Planning
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