Who We Are

Our second generation family company prides itself on client service & strategic advice with a history in the industry since 1967 & long term experience in assisting clients to achieve their goals. We are a Fee for Service business with a transparent fee structure.

James Boranup web

James Baird

Financial Planner     B.Com, Fdn DFP, MBA

James is passionate about investing ethically and helping clients achieve their goals through the financial planning advice process. He 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 spent time in London working for CoreRatings, an Ethical Ratings agency which assessed material impacts of Environmental, Social and Governance (ESG) issues on a range of large companies. James joined the JustInvest team in 2007.

James is a Member of the Ethical Advisers’ Co-op (www.ethicaladviserscoop.org), and has attained Certification by the Responsible Investment Association of Australasia (www.responsibleinvestment.org). James is also a  GESB (West State and Gold State) specialist and is qualified to offer advice on SMSF’s.

James was named in the ‘FS Power50‘ 2019 – a list of the 50 Most Influential Advisers in Australia, and was a finalist in the ifa Excellence Awards in 2020, 2021, 2022 & 2023.

James currently volunteers for the Disabled Surfers Association and coaches his daughters’ basketball team! From 2015-2022 James ran the annual ‘Janubeard’ event, which raised funds for childhood cancer research.


Julianna Baird

Financial Manager     BA, Adv.Dip.F.S. (FP) MTeach (Primary)

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.

Jules now works for JustInvest in a part time capacity.

Julianna was awarded the ‘Young Adviser of the Year’ by Sentry Financial Group in 2006. Julianna was nominated for the AFA’s Female Excellence in Advice Award in 2011 (www.afafemaleadvice.com).

Julianna was Project Co-Ordinator for the annual  ‘Janubeard’ event from 2015-2022, which raised funds for childhood cancer research. She assisted with marketing, events and administration in a voluntary capacity.

Tania Petrilli

Senior Client Support Manager

 Tania completed a Bachelor of Science (Environmental Biology) at Curtin University in 2000 and pursued a career in this field. With a keen interest in financial planning, she commenced employment in the financial planning industry whilst working towards and completing the Diploma of Financial Services (Financial Planning) in 2007. She has also completed a Certificate IV in Financial Services (Finance/Mortgage Broking) and a Diploma of Finance and Mortgage Broking Management and has worked as a Financial Adviser and Mortgage Broker.

 Combining her two interests, Tania looks forward to assisting clients to invest in ethical and sustainable investments.

Investment Committee

Our EIFM Investment Committee has extensive expertise and is strengthened by the addition of two independent analysts who bring unbiased perspectives and an extra layer of objectivity to our decision making process. We implement a process driven, research based approach to investment. For more information Meet the Team

EIFM Inv Committee


Client Testimonials

Many of our clients have obtained a sense of financial well being by working with us over a number of years, as these testimonials show:

I am a very happy and grateful client of JustInvest.  I first sought financial advice from JustInvest in my early 30s, as they provided excellent ethical investment options.  In 2008, James Baird helped me create my first ethical investment account, which has performed beyond my expectations, and at his suggestion, I also adopted income protection and life insurance.

When I was diagnosed with breast cancer in 2014, I was incredibly grateful I had taken his advice.  James and the JustInvest team were amazing help following my diagnosis: they made the challenging task of claiming my insurance incredibly easy for me; and were on-hand to help when I needed financial assistance.  I will always be grateful to the JustInvest team for their warm and caring nature towards me during those first few scary months.  I thoroughly recommend JustInvest, not just because their sound advice gave me financial security during an on-going medical trauma, but because they genuinely care about their clients and making sound, ethical investments.

Leonie Valentine
East Victoria Park, WA

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 28 years with JustInvest 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
Roleystone, WA


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