James Mcleod
Financial Adviser
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About
James Mcleod is an ASIC-registered financial adviser based in West Perth, WA, dedicated to helping clients achieve their financial goals with clarity and confidence. With a strong foundation built upon a Bachelor of Commerce/Economics from the University of Western Australia (2005), an Advanced Diploma of Financial Services from Kaplan (2007), and the prestigious Certified Financial Planner designation from the Financial Planning Association (2009), James offers comprehensive and tailored financial advice. He further enhanced his expertise with a Graduate Diploma in Applied Tax Law from The Tax Institute (2017), ensuring his advice is both strategic and compliant. James is committed to upholding the highest ethical standards, demonstrated by completing Ethics and Professionalism in Financial Advice with Kaplan in 2020 and maintaining membership with the Financial Advice Association of Australia (FAAA). James is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He possesses specialist knowledge of Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice and planning • Wealth creation and management strategies • Retirement planning and income streams • Insurance solutions to protect your assets and family • Investment advice across a range of asset classes Ready to take control of your financial future? Contact James Mcleod today for a consultation and discover how personalized financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does James Mcleod provide?
James Mcleod specializes in providing comprehensive financial advice covering superannuation, insurance, wealth management, and retirement planning. He also offers expertise in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does James Mcleod have?
James Mcleod holds a Bachelor of Commerce/Economics, an Advanced Diploma of Financial Services, is a Certified Financial Planner, and has a Graduate Diploma in Applied Tax Law. He also completed Ethics and Professionalism in Financial Advice.
What is the process for becoming a client of James Mcleod?
The process typically begins with an initial consultation to understand your financial goals and current situation. Following this, James will develop a personalized financial plan tailored to your needs. Regular reviews and ongoing support ensure your plan remains aligned with your evolving circumstances.
What can I expect from working with James Mcleod?
You can expect personalized, ethical, and professional financial advice that is tailored to your specific needs and goals. James is committed to building long-term relationships with his clients based on trust and mutual understanding.
Does James Mcleod consider tax implications when providing financial advice?
Yes, James Mcleod possesses a Graduate Diploma in Applied Tax Law and carefully considers the tax implications of all financial decisions to optimize your financial outcomes.
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