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?
- AMP Capital Sustainable Share Fund
- AMP Responsible Investment Leaders Range
- Australian Ethical Balanced Trust
- BT Wholesale Ethical Share Fund
- BT Sustainable Conservative Fund
- BT Institutional Ethical Balanced Fund
- Challenger Socially Responsive Share Fund
- Colonial First State Generation Global Sustainability Fund
- Hunter Hall Australian Value Trust
- Hunter Hall Global Ethical Trust
- Perpetual Wholesale Ethical SRI Fund

CONTACT DETAILS
James Baird
JustInvest Financial Planning Pty Ltd
2 Brook Street, East Perth WA 6004
Phone: 08 9325 2299
Email: james@just-invest.net
Website: www.sentrygroup.com.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: November 2009