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James Baird

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Certified

Established in 1967, our family company bases itself on client service and advice with long term experience in the financial planning industry, specialising in ethical investment. We are directed towards the growth of our clients’ knowledge and wealth creation, protection and preservation according to our clients’ ethics and needs. James has an MBA, B Com and Dip FP, and entered the financial services industry in 2000. James is an Authorised Representative of Ethical Investment Advisers.

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Organisation

  • JustInvest Financial Planning

Company number

Services offered

  • Superannuation and Retirement Planning Investments/Managed Funds Direct Shares

Certified products

Approved products

  • Affirmative Global Bond Fund Altius Sustainable Bond Fund Australian Ethical Balanced Fund Australian Ethical Australian Shares Fund Australian Ethical Australian Shares Fund Wholesale Australian Ethical Fixed Interest Fund Australian Ethical Fixed Interest Fund Wholesale Australian Ethical International shares Fund Australian Ethical Diversified Shares Fund Australian Ethical Diversified Shares Fund Wholesale Australian Ethical Advocacy Fund Australian Ethical Emerging Companies Fund Australian Ethical Emerging Companies Fund Wholesale BNP Paribas Environmental Equity Trust Federation Alternative Investments Pendal Sustainable Australian Fixed Interest Fund Pengana International Ethical Fund Pengana International Ethical Opportunities Fund Pengana WHEB Sustainable Impact Nanuk New World Fund Perpetual Wealth Focus Investment Advantage ethical SRI Perpetual wholesale ethical SRI Stewart Investors Worldwide Sustainability Fund Infradebt Ethical Investment Fund Ethical Investment Mid Cap SMA Australian Ethical Super Balanced (accumulation) Australian Ethical Super Conservative Australian Ethical Super Defensive Australian Ethical Super Growth Australian Ethical Super Advocacy Australian Ethical Super International Shares Australian Ethical Super Smaller Companies Uni Super Global Environmental Opportunities fund Uni Super Sustainable Balanced Christian Super Ethical Balanced Christian Super Ethical High Growth Christian Super MyEthical Super Christian Super Ethical Cash Christian Super Ethical Stable

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Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.