James McLeod - Certified Financial Planner
ABOUT
I was born and raised in Perth and from a young age, I had an innate desire to help others.
School and University quickly passed and as many do at graduation, I was anxious that I still didn't have clarity around my career direction. Taking the first opportunity that came my way, I started financial planning.
Over the last 15 years, I have helped many different people with a wide variety of ages, occupations, and stages of life. Over time I discovered I could make a truly meaningful difference to the lives of the women who were trying to navigate all the financial, emotional, and process complexities of divorce.
Upon reflecting on why helping women through divorce felt so important to me, I realized that all the most important women in my life have had their life journeys significantly impacted by relationship breakdowns, and the trauma of this experience never quite healed for them. Seeing this firsthand has deeply motivated me to do everything I can to support women going through a relationship breakdown the best way I know how - helping them have the best possible experience and ensure they are confident, financially independent, and looking forward to a new chapter of their lives.
Qualifications & Achievements
Ethics and Professionalism in Financial Advice - 2020
Accredited Collaborative Law Financial Independent - 2018
Self Managed Superannuation Fund Accreditation - 2018
Graduate Diploma Applied Tax Law - 2017
Accredited Investment Fiduciary - 2016
Certified Financial Planner - 2008
Advanced Diploma Financial Services (Financial Planning) - 2007
Diploma Financial Services (Financial Planning) - 2006
Bachelor Commerce and Science (UWA) - 2005
