James Macaulay
BCom LLB
Managing Director & Chief Executive Officer
James Macaulay is the Managing Director and Chief Executive Officer of Morgans Financial Limited, Australia’s largest national full-service retail stockbroking and wealth management firm. Morgans supports a network of more than 500 qualified financial advisers who deliver financial advice and investment solutions from 56 locations across Australia.
James joined Morgans in 2005 as a member of the Corporate Advisory team where he advised companies on ASX listings, equity capital and M&A. In 2016 he established himself as an Investment Adviser, providing investment advice and wealth management to individual clients. Since then, he has held senior roles including Head of Private Wealth and Deputy CEO. In these roles, he helped strengthen the firm’s advisory capabilities and support the ongoing development of one of Australia’s largest and most respected adviser networks.
With more than two decades of experience across financial services, James leads the firm’s national strategy, growth agenda and adviser network. Before joining Morgans, he practised as a solicitor, giving him strong foundations in governance, regulatory frameworks, and client advocacy.
Investment Style
Services and Specialties
No items found.
Industry Experience
Sectors Covered
Industry recognition
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)
Board Member of Morgans Financial Limited
Board Member of Morgans Holdings (Australia) Limited
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.
