Team

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Leith Anticevich

Consultant

With five years of experience in financial industries, Leith has a background in personal wealth portfolios, retirement planning, education plannin

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    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

    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

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      Michelle Hill

      Head of Marketing

      Michelle joined AMA in August 2013 as Executive Assistant to the Africa Regional Manager, since then she has successfully taken on many different r

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      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

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      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

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      Lucien Gounden

      Senior Consultant-AMA Global

      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

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        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

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          Bradley Ginsberg

          Consultant

          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

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            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

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            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

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            Ian Edwards

            Partner & Africa Regional Manager

            New partnerships bring with them many exciting opportunities and with Ian on-board as both Partner and Africa Regional Manager, we look forward to

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              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

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              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

                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

                Joy Zhang

                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

                  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

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                    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

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                    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

                      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

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                        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

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                        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

                        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

                          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

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                          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

                          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

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                          Kyle Drake

                          Business Development Consultant

                          After completing his matric and a year at Pretoria Old Boys Cricket Academy Kyle went on to obtain a B Com in Intrepren

                          Daniela De Falco

                          Daniela De Falco

                          Client Services Manager

                          Austen Morris Associates is pleased to announce that Daniela De Falco has joined the Johannesburg, South Africa team as a Client Services Manager.<

                          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

                          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

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                          David Morgan

                          Associate Partner

                          Austen Morris Associates is pleased to announce that David Morgan has joined the Johannesburg, South Africa team as an Associate Partner.

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                            Jonathan Nelson

                            Jonathan Nelson

                            Special Projects Manager

                            Jonathan Nelson joined the Austen Morris team in the position of Special Projects Manager. His role is to lead innovation and efficiency in all asp

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                            Joshua Swanepoel

                            Business Development Consultant

                            Joshua completed Matric at King Edward VII and began his journey into the business world by completing a Bachelor of Business Science degree at Mon

                            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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                            Anu Aggarwal

                            Head of Recruitment and Operations

                            Anu's career provides positive proof of the international opportun

                            • Email Anu Aggarwal
                            • Tel: +86 21 6060 1486
                            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

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                            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

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                              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

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                                Richard Hornsey

                                Business Development Consultant

                                After Completing School I was unsure about what I wanted to do and what to further study. Consequently I decided to hea

                                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

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                                Sheena Van Rooijen

                                Business Development Manager

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

                                She works

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                                  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

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                                  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

                                  Phil Morris

                                  Phil Morris

                                  Executive Director

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                                  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

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                                  Jayson Smal

                                  Senior Consultant

                                  Jayson has over 15 years experience in the financial services industry, both locally and abroad.
                                  Prior to joining Au
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                                  Dino Wang

                                  Executive assistant to Senior Partner

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

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                                  Chad Goddard

                                  Consultant

                                  Austen Morris Associates is pleased to announce that Chad Goddard has joined the Johannesburg, South Africa team as a Consultant.

                                  With a str

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                                    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

                                      Cherry Vi

                                      Cherry Vi

                                      Client Services Manager

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                                      Vivian Yu

                                      Accountant

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

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                                      Mario Mitov

                                      Consultant

                                      A semester before he obtained his B.A. diploma in Sociology and Economics from the University of Sofia, (ranked as

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                                        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

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                                        Bessie Jia

                                        Executive Assistant to senior Partner Jon Holand

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

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