Financial Planner (B.Com, Fdn DFP, MBA)
James has been in the Financial Planning industry since 2000. Having completed a Bachelor of Commerce (University of Western Australia), MBA (UWA Graduate School of Management) and Foundation Diploma of Financial Services (Deakin University), James worked for Professional Investment Services in Perth consulting to a network of Financial Planners before heading to the UK from 2003 until 2005.
During his time in the UK James worked for CoreRatings, an Ethical Ratings agency which assessed material impacts of Environmental, Social and Governance (ESG) issues on a range of large companies. His role incorporated dealing with fund managers across Europe, including ABN Amro, Deutsche Bank, Barclays Global Investors, and many more. On returning from the UK, James worked for Asgard Capital Management consulting to Financial Planners with a focus on financial strategies and educational presentations for clients. After three years at Asgard, James joined the JustInvest team in 2007.
Financial Planner (BA, Adv.Dip.F.S. (FP))
Julianna has been in the Financial Planning industry since 1999. Having completed a Bachelor of Arts and Advanced Diploma in Financial Services (Financial Planning), in 2003 she moved to London to work in Women’s Financial Planning and Ethical/ Socially Responsible Investment. Securing a position within the High Net Worth team of a prominent central London Women’s Financial Planning firm, she gained extensive experience specialising in women’s financial planning needs, which she then continued for JustInvest on her return to Perth in 2005.
In 2005, James and Julianna completed the acquisition of JustInvest from Jules’ father John, and after a five year handover period John retired in 2010. The long history of JustInvest as a small family business has allowed us to see many of our clients succeed in reaching their long term goals.
Many JustInvest clients have obtained a sense of financial well being by working with us over a number of years, as this testimonial shows:
My wife and I are very happy long term clients of JustInvest. We teamed up with them in 1994. Our financial advisor at that time was John Edwards and in recent years, with John now in retirement, we have continued to receive our advice from John’s successor, and son-in-law, James Baird.
Over the past 16 years with Just Invest the advice that my wife and I have received from them has always been delivered in a timely and very professional manner. Over the years John, James and their families have become our friends, and that can often happen when you’re dealing direct with nice people.
The advice sought and received over the years has been wide and varied, including income protection, various insurance options, investments, sale of businesses and now transition to retirement.
We have recommended a number of our personal friends to the team at JustInvest.
If you have any financial questions or personal financial needs we would certainly recommend you contact James.
Ray & Denise Harris
Canning Vale, WA