James Macaulay

James Macaulay

Authorised Representative: 000310117

Private Client Adviser

"My legal and corporate finance experience has provided me with the skills and experience to undertake deep analysis of companies and find undervalued opportunities."

I joined Morgans in 2005 and worked for more than 10 years in the Corporate Finance team, reaching the position of Director and Head of Brisbane Corporate before joining the dealing room in 2016. Prior to joining Morgans I was a Solicitor in the Corporate Advisory team at McCullough Robertson.

Services and specialities

  • Stockbroking
  • Superannuation Advice
  • Wealth Management
  • Portfolio Administration
  • Fixed Interest and Cash Management

Investment Style

Through my legal and corporate finance experience, I have developed the skills to undertake deep, bottom-up analysis of individual companies. I have a preference for buying reasonably priced, quality companies, run by passionate and capable management, with low debt and growth potential. I invest significant time in meeting with the management of companies and trying to identify those which are "below the radar" of the broader investment community.

Industry Education & Experience

  • Bachelor of Commerce, The University of Queensland, 2002
  • Bachelor of Laws, The University of Queensland, 2003
  • Solicitor, Supreme Court of Qld, 2005
  • SDIA Accreditation Program - Tier 1, Deakin University, 2007
Professional Associations
  • Tax (Financial) Adviser
Approved Competencies
  • Generic
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation

I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me as your adviser by way of percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.