James McLeod

Principal | Wealth Adviser

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

In 2010, after four years working in financial planning, James was looking for a change that would give him the scope to grow – professionally, but also personally. So, when one of James’s peers directed him to Capital Partners and our founder David Andrew gave him an ‘iron clad’ guarantee he’d become a professional of the highest level here, James was on board.

David was right. 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 women facing major life transitions – 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 and Associations

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