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James McLeod

Principal | Wealth Adviser

BCom, BSc, AdvDipFS, CFP®, AIF®, Grad Dip Applied Tax Law

James was one of the earliest recruits to Capital Partners, joining the team in 2010. As a Senior Adviser and Principal, James delivers uncompromising support and security to those who need complex wealth management advice most. It is his irrefutable experience and breadth of exposure that means when he’s not assisting his clients, he’s passing his knowledge on, developing the next generation of Capital Partners advisers to make their mark. As part of the Leadership team, helping to drive decisions throughout the last decade, James relishes his opportunity to help make a difference over the next.

With his meticulous approach and creative problem-solving skills, combined with an innate drive to make a difference, James has thrived within our team. Generous with his ideas and time, James’s contribution to our team, as well as the lives of his clients – many of whom are medical professionals or have significant wealth responsibilities– is highly valued.

It all comes back to the Capital Partners mindset, which James embodies. More than being a trusted financial adviser, for James it’s about being a sounding board, coach and friend to clients, through good times and bad. It’s about planning for life so you can do the things you love with the ones you love, which, for James, means spending time with his wife and young son.

Education & Associations

Certified Financial Planner
Bachelor Commerce
Bachelor of Science
Accredited Investment Fiduciary
Grad Dip Applied Tax Law