James Neil Baird
Financial Adviser in Subiaco, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000322583
- Location
- Subiaco WA 6008
- Licensee
- Ethical Investment Advisers Pty Ltd (AFSL 276544)
- Authorised since
- 28 April 2017
- First provided advice
- 2008
- Qualifications
- Bachelor of Commerce, University of Western Australia (1995); Foundation DFP, Financial Planning Association of Australia (2003); Master of Business Administration, University of Western Australia (2003); Margin Lending and Geared Investments, Kaplan (2010); Self Managed Superannuation Funds, Kaplan (2010)
- Memberships
- Ethical Advisers Co-op; Responsible Investment Association Australasia
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About James Neil Baird
James Neil Baird is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Subiaco, Western Australia (adviser number 000322583).
James provides advice as an authorised representative of Ethical Investment Advisers Pty Ltd, which holds Australian financial services licence 276544. The current authorisation started on 28 April 2017.
According to the register, James first provided financial advice in 2008. The qualifications listed for James include Bachelor of Commerce (University of Western Australia, 1995), Foundation DFP (Financial Planning Association of Australia, 2003) and Master of Business Administration (University of Western Australia, 2003). James is recorded as a member of Ethical Advisers Co-op and Responsible Investment Association Australasia.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is James Neil Baird a registered financial adviser?
Yes. James Neil Baird is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000322583.
Which licensee does James Neil Baird work under?
Ethical Investment Advisers Pty Ltd, Australian financial services licence 276544.
What can James Neil Baird give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.