Financial Adviser
· SUBIACO, WA
James Neil Baird
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000322583
James Neil Baird is a financial adviser based in Subiaco, Western Australia, with 18 years of experience in the financial services industry. James is currently authorised under Ethical Investment Advisers Pty Ltd. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Business Administration from University of Western Australia. James is a member of Ethical Advisers Co-op and Responsible Investment Association Australasia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bachelor of Commerce
University of Western Australia
2003
Foundation DFP
Financial Planning Association of Australia
2003
Master of Business Administration
University of Western Australia
2010
Margin Lending and Geared Investments
Kaplan
2010
Self Managed Superannuation Funds
Kaplan
Registration History
Source: ASIC Financial Advisers Register