James Baird
Financial Adviser
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About
James Baird is an ASIC-registered financial adviser based in Subiaco, WA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. James holds a Bachelor of Commerce and an MBA from the University of Western Australia, complemented by specialist qualifications in Margin Lending, Geared Investments, and Self-Managed Superannuation Funds from Kaplan. He also holds a Foundation DFP from the Financial Planning Association of Australia. James is a member of the Ethical Advisers Co-op and the Responsible Investment Association Australasia, reflecting his commitment to ethical and sustainable financial practices. He is authorized to provide advice on a comprehensive range of financial products, ensuring his clients receive well-rounded guidance. With James, you can expect personalised strategies in areas such as: • Superannuation Advice • Insurance • Wealth Management • Retirement Planning • Investment Life Insurance James also provides advice on Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Ready to take control of your financial future? Contact James today to arrange a consultation and discover how he can help you build a secure and prosperous tomorrow.
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Frequently Asked Questions
What types of financial advice does James Baird offer?
James Baird specialises in superannuation, insurance, wealth management, and retirement planning. He provides advice on investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.
What are James Baird's qualifications and professional memberships?
James Baird holds a Bachelor of Commerce and an MBA from the University of Western Australia, as well as specialist qualifications from Kaplan in Margin Lending, Geared Investments and Self Managed Superannuation Funds. He is a member of the Ethical Advisers Co-op and the Responsible Investment Association Australasia.
How does James Baird approach financial planning?
James provides tailored advice based on a thorough understanding of your financial situation and goals. He focuses on building long-term relationships and providing ongoing support to help you achieve financial security.
What should I expect during my first consultation with James Baird?
During your initial consultation, James will discuss your current financial situation, future goals, and risk tolerance. He will then outline a strategy tailored to your specific needs and explain how he can help you achieve your objectives.
Does James Baird focus on ethical investing?
Yes, James is a member of the Ethical Advisers Co-op and the Responsible Investment Association Australasia reflecting his commitment to ethical and sustainable financial practices.
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