Team

Vivian Yu

Vivian Yu

Accountant

Vivian, originally from Shanghai, graduated from Shanghai Institute of Technology and Fisheries University majoring i

Warren Lewis Profile Pic - High Res

Warren Lewis

Business Development Consultant

Warren is from Johannesburg, South Africa. He initially completed a Civil Construction diploma in Australia before moving on to work in various fin

    RACHEL

    Rachel Ortega

    PHI Specialist

    Rachel, originally from the Philippines, joined Austen Morris Associates in June 2008 as a Personal Healthcare Specialist and is looking forward to

    Greg Morris

    Greg Morris

    Founding Senior Partner

    Greg Morris is one of the most respected leaders in financial services in Asia and Africa.

    Greg is well known in the financial services indu

    Dino W

    Dino Wang

    Human Resources Administrator

    Dino, originally from Shanghai, has been working at Austen Morris Associates since 2007. She works within the human r

    Anu Aggarwal

    Anu Aggarwal

    Head of Recruitment and Operations

    Anu's career provides positive proof of the international opportun

    Remofiloe Website Pic 2 (HR)

    Remofiloe J. Legodi

    Business Development Consultant

    Remofiloe J Legodi is a well-spoken, confident and multi-lingual professional who is hard-working with natural leadership skills. He has obtained a

      JENNIFER JAF AWA - Administrator

      Jennifer Awa

      Administrator

      Jennifer, originally from the Philippines, moved to Shanghai and join the Austen Morris team in 2012. Since joining the company, she has added valu

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      Brett Taylor

      Regional Manager - Africa

      Brett Taylor has joined the Austen Morris Associates Africa team, as Regional Manager Africa, where his main objective is to help grow and support

        Ann Chen

        Ann Juan

        Client Services Administrator

        Ann, originally from Anhui, joined Austen Morris Associates in 2009.  Ann has been administering the Client Relationship Management System through

        Michelle

        Michelle Hill

        Client Services Manager

        Michelle joined Austen Morris in October 2013 as the Executive Assistant to Africa Regional Manager Wade Dawson.

      • Email Michelle Hill
      • Brad Ginsberg Profile Pic

        Bradley Ginsberg

        Associate Assistant

        Bradley started his career in culinary arts working as a pastry chef for a upscale wedding venue, where he progressed in to heading up a restaurant

          ELRIDGE GAMMAD - Business Development Consultant

          Elridge Gammad

          Business Development Consultant

          I have been involved in the industry for more than 4 years now in various roles but primarily in the Business Development space. I'm a laid-back ki

            Bhernie Sablad Profile Pic - High Res

            Bhernie Sablad

            Claims Administrator

            Bhernie joined Austen Morris Associates in June 2017 as a Health Care Claims Administrator (PHI). He works to help the Senior PHI Specialist to pro

              Ian Edwards

              Ian Edwards

              Associate Partner

              As an Associate Partner with Austen Morris Associates, Ian leads with an entrepreneurial vision, team centric approach and high personal expectatio

                2017.06 Lucien Profile Pic 2

                Lucien Gounden

                Senior Consultant

                Lucien developed an early interest in wealth and preservation. At the age of just 15 he took part in a share portfolio exercise run by the Johannes

                  JAMES

                  James Colclough

                  Managing Senior Partner

                  As the Managing Senior Partner at Austen Morris Associates, James is responsible for the growth, development and direction of the company as

                  TedShen

                  Ted Shen

                  Senior Consultant

                  Ted Shen, originally from Taiwan, began his career in finance after graduating from Columbia Business School in Manhattan working on Wall Street at

                  Bessie-Jia

                  Bessie Jia

                  Executive Assistant to Jon Holand

                  Bessie, originally from Shanghai. Since joining Austen Morris in June 2001, Bessie has been instrumental in setting u

                  YOLANDA BATADLAN - Messenger

                  Yolanda Batadlan

                  General office Assistant

                  Yolanda is originally from Negros Occidental, and has been working with AMA as a general office assistant . With her positive and motherly attitude

                    Simon Gaffney

                    Simon Gaffney

                    Consultant

                    Although Irish, I grew up in Botswana before returning to Ireland where I both studied and work. I returned to South Africa 7 years ago and current

                      WillC

                      William Coppin

                      Senior Partner

                      William Coppin is an International Investment Consultant who has worked in the financial services industry for over 10 years. He has worked from Lo

                      CANDICE

                      Candice Yao

                      Executive Assistant to Executive Director Phil Morris

                      Candice joined Austen Morris Associates in January 2009 as part of the Administrative team. Today Candice is a key team member who plays an instrum

                      Nick Pitro

                      Nick Pitro

                      Senior Consultant

                      At 35 years of age Nick has had a extensive professional consulting career, spanning 15 years. Nick’s education background includes a Bachelor of

                        Nina Bao

                        Nina Bao

                        Executive Assistant to Partner Alan Vassallo

                        "Nina graduated from the University of Plymouth located in the United Kingdom in February 2007. She joined Austen Morris Associates in May 2007 as

                        Thomas Kien

                        Thomas Kien

                        Consultant

                        Thomas is of Cantonese heritage, born and rised in Hamburg, Germany. He studied at the University of Applied Sciences in Hamburg, and holds a Bache

                          Darryl V

                          Darryl Viojan

                          Senior Consultant

                          Darryl joined Austen Morris Associates in 2005 as an ambitious member of the business development team. Over the past eight years he has built a lo

                          stuart baldwin

                          Stuart Baldwin

                          Senior Partner

                          Stuart has been involved in Financial Services since 1986 when he started training as a Financial Adviser in the UKwith Liberty Life. He remained w

                          Alan-Vassallo-AMA

                          Alan Vassallo

                          Partner

                          Alan joined Austen Morris Associates in November 2003 and worked his way through to his present position, which also includes being a shareholder w

                          Craig Merrifield Profile Pic

                          Craig Merrifield

                          Associate Assistant

                          Craig began his career by studying Brand Building and Management at the Vega School of Brand Leadership, his pursuit for skills in marketing strate

                            Leon Siloan

                            Leon Siloan

                            Business Development Consultant

                            Leon Siloan joined the Business Development Consultant team in early August 2017 and is located in the Johannesburg offices.

                            Focusing on lea

                              APRIL EUSEBIO - Head of Wealth Management Services

                              April Eusebio

                              Head of Wealth Management

                              April is our Head of Wealth Management Services. She joined the company in 2007 and works to ensure our clients are able to connect with their Cons

                              Trenton Creamer

                              Trenton Creamer

                              Business Development Consultant

                              Trenton graduated from the University of Washington in 2013 with a degree in Business Administration and concentration in Finance.

                              Trenton m

                                Hugh O'Connor

                                Hugh O’Connor

                                Consultant

                                Following the completion of his schooling, Hugh joined a leading London based FX and Metals Broker.  A swift progress

                                  MARTYN DAVIES - Regional Manager

                                  Martyn Davies

                                  Regional Manager Philippines

                                  Martyn has worked in the finance sector for the last 20 years a large proportion of this was spent structuring high value asset backed financial st

                                    Vicky Mdwara pic

                                    Vicky Mdwara

                                    Receptionist - Johannesburg

                                    Vicky holds a bachelor degree in Economics and enjoys working for Austen Morris with people that inspire her. She is motivated by endeavours that h

                                      Barry-Edit

                                      Barry O’Brien

                                      Consultant

                                      Having worked in the financial industry for more than 10 years Barry has experience in asset and portfolio management as an investment analyst, equ

                                        Nicole Edwards

                                        Nicole Edwards

                                        Business Operations Manager - South Africa

                                        A highly motivated individual with a mind for problem solving, Nicole is well known for identifying and resolving administrative issues, implementi

                                          Jason Peng

                                          Jason Peng

                                          Consultant

                                          Jason joined Austen Morris Associates in November 2005 as a Business Development Coordinator. Over the past nine years Jason has become one of the

                                          Yogesh

                                          Yogesh Bhambhani

                                          Business Development Consultant

                                          Yogesh is from Mumbai, India with a major in Business Commerce. Since joining Austen Morris Associates in 2009, Yogesh adds value to the company by

                                          Wade Dawson

                                          Wade Dawson

                                          Shareholder

                                          Wade has worked as an international financial adviser since 2001, helping individuals and families achieve their financial goals. He is dedicated t

                                          Cherry Vi

                                          Cherry Vi

                                          Client Services Manager

                                          joy

                                          Joy Zhang

                                          Senior administrator

                                          Joy Zhang, originally form Hangzhou China joined AMA in 2007 as an Administrative Assistant helping the young China branch to provide the most prof

                                            Jessica Rapirap Profile Pic - High Res

                                            Jessica Rapirap

                                            Business Development Consultant

                                            Jessica is an Electronics Engineering graduate having worked in the Business Process Outsourcing Industry in the Philippines for the past 5 years w

                                              Matthew R

                                              Matthew Riddington

                                              Senior Partner

                                              Since joining the financial services industry in 1992 Matthew has enjoyed a successful and dynamic career. As a Senior Wealth Manager with Lloyds B

                                              Zinhle Mkhize Profile Pic

                                              Zee Mkhize

                                              Administration Assistant

                                              Born and bred in Johannesburg, Zinhle, or Zee, loves her city and is a great explorer of it, as well as enjoying travel. Meaning beautiful in Afric

                                                MATTHEW ARNOLD - Operation Manager & Senior Consultant

                                                Matthew Arnold

                                                Senior Consultant

                                                Matthew Arnold has been in the financial services industry for over 10 years. During his time at Austen Morris Associates, he has helped many indiv

                                                Shane-Edit-2

                                                Shane Coetzee

                                                Business Development Consultant

                                                Shane has enjoyed being in the business world for the past decade where he has been bold, tenacious and resourceful in his career.  Holding key st

                                                  Jethro-Edit

                                                  Jethro Smith

                                                  Business Development Consultant

                                                  Jethro holds key experience managing accounts in both the sales and marketing fields.  He strives for excellence in service and creatively meets h

                                                    Portia Mbokane Profile Pic

                                                    Portia Mbokane

                                                    Business Development Consultant

                                                    Portia has previous experience in the banking industry as well as call centre operations in which she has held various positions. With a proven tra

                                                      Billie Jin

                                                      Billie Jin

                                                      Special Projects Manager

                                                      Billie joined Austen Morris Associates in 2000. She started her career as the Executive Assistant to senior partners Greg Morris and James Colcloug

                                                      Kelly Olver 2015 Apr_3

                                                      Kelly Olver

                                                      Client Services Manager

                                                      Kelly Olver is Client Services Manager for Austen Morris Associates and is based in the Shanghai Head Office. Kelly joined Austen Morris Associates

                                                      MARK DIEGO - Business Development Consultant

                                                      Mark Jason Diego

                                                      Business Development Consultant

                                                      Mark Jason Diego joined Austen Morris Associates role at primarily to provide clients with the complete spectrum of wealth management and financial

                                                      kirk

                                                      Kirk McArdle

                                                      Consultant

                                                      With 17 years in the client service arena in the UK, managing a team of 180 staff in a 24-hour, client driven environment, Kirk joined Austen Morri

                                                      RON SAPIDA - Data Researcher

                                                      Ron Sapida

                                                      Data Researcher

                                                      Ron Spadia joined Austen Morris Associates in June of 2015 in the capacity of Data Researcher.  Since he joined Austen Morris Associates, Ron has

                                                        Austen Morris Associates Ethel V

                                                        Ethel Villapando

                                                        Senior Private Health Insurance Specialist

                                                        Ethel joined Austen Morris Associates in 2008 and is looking forward to more productive and exciting years with the company. Ethel helps the compan

                                                          Dee Profile Pic - Adjusted

                                                          Dee Masebe

                                                          Receptionist - Cape Town

                                                          Dambisa, or Dee as she is better known to her peers and colleagues, has more than 10 years experience in both administration and customer/client se

                                                            KATHLEEN PORTUGUEZ - Assistant Healthcare Division

                                                            Kathleen Portuguez

                                                            Health Care

                                                            Kathleen joined Austen Morris Associates in March 2016 as a Private Health Insurance Specialist (PHI). Kathleen works to help our Senior PHI Specia

                                                              Cloris

                                                              Cloris Huang

                                                              Client Support Representative

                                                              Cloris joined Austen Morris Associates in 2008. She provides administrative and secretarial support to the office while also undertaking regular a

                                                              Amor Tuliao Profile Pic - Resized

                                                              Amor Tuliao

                                                              Business Development Consultant

                                                              Having worked in a variety of industries, Amor has held positions between sales representative and administrator, as well as call centre operation,

                                                                Angie-S

                                                                Angie Swann

                                                                Client Services Manager

                                                                Angie Swann is originally from the UK, and holds the position of Client Services Manager for Austen Morris Associates in Shanghai.

                                                                She has b

                                                                Shrey Saxena

                                                                Shrey Saxena

                                                                Consultant

                                                                Shrey is a young MBA graduate from the University of Cardiff and has an undergraduate degree in Business Administration specialising in Internation

                                                                  MELINDA ZHENG - Client Services Account Manager

                                                                  Melinda Zheng

                                                                  Client Services Manager

                                                                  Melinda Zheng grew up in Harbin in northeast China, where she studied English while at university. She began her professional career as a personal

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                                                                  Will De Wet

                                                                  Senior Consultant

                                                                  Will De Wet has been in the Financial Services industry for over 20 years, during this time he has gained a wealth of knowledge and experience serv

                                                                    Cicy Xiao

                                                                    Cicy Xiao

                                                                    Executive Assistant

                                                                    Originally from Shanghai, Cicy joined Austen Morris Associates in 2016 after graduating from the University of Surrey

                                                                      Paul Belleza Profile Pic - Resized

                                                                      Paul Belleza

                                                                      Business Development Consultant

                                                                      Paul is a Commerce in Accountancy graduate that has spent his professional career working in business development and account management in which r

                                                                        Sheena Website Pic

                                                                        Sheena Van Rooijen

                                                                        Business Development Manager

                                                                        Sheena joined the company in February 2014 and worked her way up over 11 months to Business Development Manager.

                                                                        Sheena works with our poten

                                                                          Mathew Marsden

                                                                          Mathew Marsden

                                                                          Senior Consultant

                                                                          Mathew has been working in the high-net-worth wealth management sector for the past five years, having qualified with his Postgraduate Investment H

                                                                            Mark Croucher Profile Pic

                                                                            Mark Croucher

                                                                            Senior Consultant

                                                                            Mark joined Austen Morris Associates in July 2017 and has 37 years of experience and success in International Financial Planning. Mark was previous

                                                                              2016.06 Jon

                                                                              Jon Holand

                                                                              Senior Partner

                                                                              Jon Holand became a Senior Partner of Austen Morris Associates in February of 2014 after having worked his way through the company ranks. He curren

                                                                              Westley (1)-1

                                                                              Westley Van Rooijen

                                                                              Head of Healthcare South Africa

                                                                              Westley joined Austen Morris in March 2016 as the Head of Healthcare for Africa.

                                                                              Prior to working at Austen

                                                                                Adenaan-1

                                                                                Adenaan Devajee

                                                                                Business Development Consultant

                                                                                Adenaan is a Business Development Coordinator based in our Cape Town office, he has been in the Financial Services Industry for over 10 years. Aden

                                                                                  Phil Morris

                                                                                  Phil Morris

                                                                                  Executive Director

                                                                                  Alister Skinner

                                                                                  Alistair Skinner

                                                                                  Senior Consultant

                                                                                  Alistair Skinner joined the Financial Services industry in 1982 and in his 18 years with the one company spent 8 years as a successful advisor befo

                                                                                  Hulan Profile Picture

                                                                                  Hulan Bayarsaikhan

                                                                                  Business Development Consultant

                                                                                  Hulan joined the Austen Morris Shanghai team in August 2017 having previously worked as an international communication specialist for a Trade &

                                                                                    Joey Yadao Profile Pic - Resized

                                                                                    Joey Yadao

                                                                                    Business Development Consultant

                                                                                    Joey is a graduate of Communication Arts Major in Broadcast Communication. Having previously worked alongside her father in their small family busi

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