James joined Morgans in 2005 in Corporate Advisory, advising on ASX listings, equity capital and M&A. In 2016 he became an investment adviser, providing wealth management to individual clients. He has since held senior roles including Head of Private Wealth and Deputy CEO, strengthening the firm’s advisory capabilities and supporting the growth of its national adviser network. With more than 20 years’ experience, and a background as a solicitor, James now leads the firm’s national strategy and growth agenda.