James Macaulay
BCom LLB
Director, Private Wealth
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.
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.
Services and Specialties
Fixed Interest and Cash Management
Superannuation Advice
Wealth Management
Portfolio Administration
Stockbroking
Qualifications and Professional Affiliations
Bachelor of Commerce
Bachelor of Laws
Solicitor
SDIA Accreditation Program - Tier 1
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Managed Investments
Securities
Superannuation
Margin Lending
Generic
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me 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.
