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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

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Rian Bosman

Business Development Consultant

After matriculating from Afrikaans Hoër Seunskool in Pretoria, Rian spent 12 months traveling across the world, his primary goal was to experience

Zinhle Mhkize

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

    JENNIFER JAF AWA - Administrator

    Jennifer Awa


    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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    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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    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

      Nick portrait (BQ)

      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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        Rikus Lombard


        While acquiring his BCom in Marketing and Management Sciences through IMM Graduate School, Rikus

      • Email Rikus Lombard
      • Cherry-Vi1 portrait

        Cherry Vi

        Client Services Manager

        Willem Le Roux portrait copy

        Willem Le Roux



        After completing a degree in Statistics and Economics at the University of Pretoria, the world of investment management caught Willem

        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


          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

          Maddie Opperman portrait

          Maddie Opperman


          Maddie  joined Austen Morris Associates Africa in 2018 as a Business Development Consultant, but was quickly moved to the central planning team as


          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

          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

          Warwick Hamilton portrait

          Warwick Hamilton

          Senior Consultant

          Warwick's career spans a diverse and expansive level of achievement and

          Ian Edwards

          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


            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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            Richard Hornsey

            Business Development Manager

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

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            Kyle Davidson

            Business Development Consultant

            Kyle matriculated in 2014,  he started working full-time for Yamaha in 2015, where he ran the parts department and oversaw the workshop. After wor

            Charlene Lindeque  portrait

            Charlene Lindeque

            Executive Assistant

            Charlene is an experienced Executive Assistant with a demonstrated history of working in the Investment Management industry. She holds a paralegal

            Mark Waspe copy

            Mark Waspe

            Business Development Consultant

            Mark holds a Bachelors degree from Wits University, following his studies he spent two years in the

            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


            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

            Ann Chen copy

            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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            Ben Nevin

            Senior Consultant

            Ben has been working in the high-net-worth wealth management sector for the past four years.

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            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


              Leith Anticevich

              Senior Consultant

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

              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

                Rachel portrait

                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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                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

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                Alex Pitro


                Alex matriculated in 2005, after finishing high school he entered the family business, an action cricket club in Cape Town. He actively ran and man


                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


                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

                Robert King new

                Robert King

                Business Development Consultant

                Robert matriculated from Curro Aurora in 2015, he has always had natural leadership qualities and acted as deputy Head Boy and


                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

                Alan new portrait

                Alan Vassallo


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

                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

                Jackson Fang portrait

                Jackson Fang

                Business Development Consultant

                Jackson is a recent graduate with a BSc (Hons) in Pro

                Kirk McArdle portrait

                Kirk McArdle


                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

                Michelle Le Roux

                Michelle Le Roux


                Michelle has a BCom degree in Business Economics,combined with a Law degree from the University of Pretoria.

              • Email Michelle Le Roux
              • Mathew-Marsden-300x3001 copy

                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

                  Simon Gaffney portrait

                  Simon Gaffney


                  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


                    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

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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


                    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


                    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


                    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

                    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

                      Chad Goddard portrait

                      Chad Goddard


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

                      With a str

                        Kyle Drake portrait

                        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

                        Portia Mbokane copy

                        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

                          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

                          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.<


                          Vivian Yu


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

                          Phil Morris

                          Phil Morris

                          Executive Director

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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.



                            Mario Mitov


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

                              Sheena Website portrait

                              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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