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 Ethical Investment Advisers.

Certification Information

Certification Category:

Financial Adviser

Certification Symbol:

Ethical Investment

Certified Since:



Bachelor of Commerce

Masters of Business Administration

Foundation Diploma Financial Planning

Financial Adviser Since:


Providing Responsible Investment Advice Since:


  • Superannuation and Retirement Planning
  • Investments/Managed Funds
  • Direct Shares


  • Alphinity Socially Responsive Share Fund
  • Altius Sustainable Bond Fund
  • AMP Responsible Investment Leaders Range
  • Australian Ethical Advocacy Fund
  • Australian Ethical Australian Shares Fund
  • Australian Ethical Balanced Fund
  • Australian Ethical Diversified Shares Fund
  • Australian Ethical Fixed Interest Fund
  • Australian Ethical International Shares Fund
  • BT Sustainable Balanced Fund
  • BT Sustainable Conservative Fund
  • BT Wholesale Ethical Share Fund
  • Colonial First State Generation Global Sustainability Fund
  • Colonial First State Stewart Global Sustainability Fund
  • Hunter Hall Australian Value Trust
  • Hunter Hall Global Ethical Trust
  • Hunter Hall Global Deep Green Trust
  • Hunter Hall Value Growth Trust
  • Perpetual Wholesale Ethical SRI Fund

DISCLAIMERThis information has been prepared by RIAA based on material provided by the applicant. While it is provided to assist you in finding a fund manager, RIAA does not endorse or recommend any particular firm or fund manager 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.

Contact Information

Contact: James Baird

Email: james@justinvest.net.au

Phone: 08 9322 1110


Address: Ground Floor, Suite 4, 12-14 Thelma Street, West Perth WA 6005

Postal: PO Box 718, West Perth 6872