James Baird

JustInvest Financial Planning

Our two generation family company bases itself on client service and advice with 30 years experience in the financial planning industry. We are directed towards the growth of our clients’ knowledge and wealth creation, protection and preservation according to our clients’ beliefs and needs. We believe in inter-generational equity for all people and the environment, and believe that with common goals we can make a difference in investing for our futures.

James has an MBA, B Com and Dip FP, and entered the financial services industry in 2000. James worked in the UK from 2003-2005, during which time he worked for CoreRatings, a SRI Ratings agency which assessed material impacts of environmental, social and governance issues on a range of large companies. James is an Authorised Representative of Sentry Financial Services, a WA based Licensed Dealer in Securities, with offices throughout Australia.

CERTIFICATION DETAILS

Certified by RIAA since: 2009

Dealer Group: Sentry Group

Fees and charges structure: Fees for service and commission

Qualifications:

  • Bachelor of Commerce
  • Masters of Business Administation
  • Foundation Diploma Financial Planning

Financial Adviser since: 2000

Offering responsible investment advice since: 2000

What responsible investment services do you offer?

  • Superannuation & Retirement Planning
  • Investments
  • Direct Shares

Which responsible investment products do you provide advice on?

CONTACT DETAILS

James Baird
JustInvest Financial Planning Pty Ltd
Level 1, 190 Stirling St, Perth WA 6000
Phone: 08 9267 3488
Email: james@justinvest.net.au
Website: www.justinvest.net.au
DISCLAIMER: This information has been prepared by RIAA based on material provided by James Baird. While it is provided to assist you in finding a financial adviser, RIAA does not endorse or recommend any particular firm or individual financial adviser to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.
PAGE LAST UPDATED: October 2010