Helping you create a secure financial future

Richard Baird is the founding Principal of Port Financial in Fremantle. From 2001 Richard has been specialising in strategic and tactical financial advice. He holds a Bachelor of Commerce Degree UWA, and a Diploma of Financial Planning.

Richard has had over 20 years’ experience in the finance industry in share broking, financial planning as well as senior company management roles.

He specialises in advising medical and dental doctors on matters such as salary packaging, superannuation, investments, personal insurances, purchasing a house, finance structuring, cash flow management and practice management issues.

The company employs trained support staff who have the aims of the clients as their top priority.

Richard Baird is an Authorised Representative of Port Financial Services Pty Ltd AFSL 496444.

Continued Professional Development (CPD) Policy – Port Financial Services

All advisers licensed under Port Financial Services complete 40 hours of continued professional development (CPD) each year.

Port Financial Services will:

  • assess and approve CPD plans of its advisers;
  • monitor its advisers’ CPD plans;
  • assess and approve CPD activities, and attribute CPD hours;
  • ensure that at least 70% of the hours counted by its advisers are for licensee approved activities;
  • check advisers’ compliance with the policy against FASEA requirements;
  • record and maintain evidence of advisers completing CPD activities; and
  • ensure records are completed and maintained.

The CPD year will run from 1st July to 30th June.

contact us

Call us on 08 9438 2097 or contact us to arrange your free initial consultation.

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