JAMES NEIL BAIRD
Financial Adviser Ā· Subiaco, WA
š Qualifications & Training
1995 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Western Australia
2003 - Foundation DFP - Diploma (AQF 5) - Financial Planning Association of Australia
2003 - Master of Business Administration - Masters Degree (AQF 9) - University of Western Australia
2010 - Margin Lending and Geared Investments - - Kaplan
2010 - Self Managed Superannuation Funds - - Kaplan
š¢ Professional Memberships
Ethical Advisers Co-op
Responsible Investment Association Australasia
ā¹ļø What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.