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.
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James Baird

Financial Planner
B.Com, Fdn DFP, MBA

Julianna Baird

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

Tania Petrilli

Senior Client Support Manager

Investment Committee

Meet the Team

Don’t just take our word for it

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.
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.
Ray & Denise Harris, Roleystone, WA
We have been taking advice from James since 2013. He set us on the right path with all the essentials, including Wills, insurances, investment and superannuation advice, and has been a steady hand in making sure we have our affairs in order. We are now in a strong financial position and are on the way to achieving our initial goal of wealth creation, and we sleep well at night knowing our money is ethically invested. Highly recommended!
Kerrin & Murray Cox, Quinns Rocks, 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.
Ray & Denise Harris, Roleystone, WA
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Company

Advice Areas

Ethical Investment

Contact

Perth
Suite 21/ 375 Hay St
SUBIACO WA 6008

Dunsborough
Suite 3/ 236 Naturaliste Tce
DUNSBOROUGH WA 6281

(08) 9322 1110
clientsupport@justinvest.net.au

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JustInvest acknowledges the Traditional Custodians of this Country we now call Australia. We acknowledge their ongoing connection to country and pay our respects to their elders past, present and emerging

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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.

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Tania Petrilli

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

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.

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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.

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