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James Baird

Justinvest Financial Planning Pty Ltd

Silver
17 Yrs Experience
Subiaco, WA 6000

ETHICAL INVESTMENT SPECIALIST

James is passionate about investing ethically and helping clients achieve their goals through the financial planning advice process. We invest in line with our clients' ethical criteria, to create measurable positive impact.

James has been in the Financial Planning industry since 2000. James has a Bachelor of Commerce, MBA and Foundation Diploma of Financial Services. James joined the JustInvest team in 2007. JustInvest is licenced via Ethical Investment Advisers.

James is a Member of the Ethical Advisers’ Co-op (www.ethicaladviserscoop.org), and has attained Certification by the Responsible Investment Association of Australasia (www.responsibleinvestment.org). James is also a GESB (West State and Gold State) specialist and is qualified to offer advice on SMSF’s.

Check out James' podcast 'The Green Dream'.

James has previously been named in the ‘FS Power50‘ – a list of the 50 Most Influential Advisers in Australia, and has been a finalist in the ifa Excellence Awards.

James operates from JustInvest offices in Dunsborough and Subiaco.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
My fees
Get in touch

Initial Meeting cost: $330 (inc GST) for 1hr. Please call us to discuss whether an initial meeting would be appropriate for your needs.

At a glance

  • Adviser status Silver
  • First year providing advice 2008
  • Years of experience 17
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Justinvest Financial Planning Pty Ltd

21, 375 Hay St
Subiaco, WA 6000
55 Dunn Bay Rd
Dunsborough, WA 6281

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Ethical Investment Advisers Pty Ltd

AFSL 276544