JAMES HEATH MCLEOD (Adviser# 000306057) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is July 1, 2012.
| Register Name | Financial Advisers |
| Adviser Name | JAMES HEATH MCLEOD |
| Adviser Number | 000306057 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2006 |
| Financial Service (AFS) Licence |
Licence# 000227148 CAPITAL PARTNERS CONSULTING PTY LTD |
| Licence ABN | 27086670788 |
| Adviser Start Date | 2012-07-01 |
| Appointing Representative Name | CAPITAL PARTNERS CONSULTING PTY LTD |
| Appointing Representative Number | 000227148 |
| Appointing Representative ABN | 27086670788 |
| Memberships |
Financial Planning Association of Australia (FPA) The Tax Institute |
|
| Qualification / Degree | Institute / School |
|---|---|
| Accredited Investment Fiduciary | Centre for Fiduciary Excellence |
| Advanced Diploma & Diploma of Financial Services | Kaplan |
| Bachelor Commerce and Bachelor of Science | University of Western Australia |
| Certified Financial Planner | FPA |
| Graduate Diploma of Tax Law | The Tax Institute |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000227148 | CAPITAL PARTNERS CONSULTING PTY LTD | 2012-07-01 - | CAPITAL PARTNERS CONSULTING PTY LTD |
| 000230692 |
GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2006-09-27 - 2010-06-30 | JAMES HEATH MCLEOD |
| Licence Name | CAPITAL PARTNERS CONSULTING PTY LTD |
| Licence Number | 000227148 |
| Licence ABN | 27086670788 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| STEVEN GREGORY BOYCE | Capital Partners Consulting Pty Ltd | Current | 2015-02-23 |
| JOHN LESLIE RYAN | Capital Partners Consulting Pty Ltd | Current | 2014-10-08 |
| SOPHORN HAK | Capital Partners Consulting Pty Ltd | Current | 2014-07-28 |
| LUKE TOWERS | Capital Partners Consulting Pty Ltd | Ceased | 2014-07-28 |
| SONG ZHEN GOH | Capital Partners Consulting Pty Ltd | Ceased | 2014-07-28 |
| SERENA WEST | Capital Partners Consulting Pty Ltd | Current | 2014-05-15 |
| KATHRYN CREASY | Capital Partners Consulting Pty Ltd | Current | 2014-04-14 |
| DAMON PAUL SUGDEN | Capital Partners Consulting Pty Ltd | Current | 2012-07-01 |
| MICHAEL OLIVER HAYWARD | Capital Partners Consulting Pty Ltd | Current | 2008-09-23 |
| MICHAEL JOHN MATTHEWS | Capital Partners Consulting Pty Ltd | Current | 2007-07-01 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.