Bonus | Advising in the eye of the storm (the GFC) | Meet James McLeod

Ask a question or send feedbackJoin Aden in this bonus series, as senior wealth adviser James McLeod shares his remarkable career path from an uncertain graduate to a principal at Capital Partners. Discover insights from a career that began in crisis and matured with meaning.Discover how personal experiences shaped his approach to financial advice, his passion for helping doctors, women navigating divorce, and high net worth clients, and learn about the profound impact of providing peace of mind during life's most challenging moments.(0:29 - 3:24) James' career journey(3:24 - 4:28) The global financial crisis(4:40 - 6:51) Career progression at Capital Partners(6:51 - 9:01) Developing specialized client niches(9:52 - 10:27) Capital Partners' most impactful work(12:50 - 14:06) James's money personality(14:22 - 15:32) Alternative career aspirationsThe Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!We draw on over 30 years of experience from David Andrew and the Capital Partners team.For more information on Capital Partners' award winning team, visit capital-partners.com.au. Have a question? Email us [email protected] episode provides general advice only. We do not consider your personal circumstances when we share this information. Always refer to your financial adviser for advice about your personal circumstances. Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.