Team

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

    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

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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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      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

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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
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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

          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

          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

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          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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          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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            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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              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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              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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              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

              Kyle Drake edited

              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

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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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                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

                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

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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

                    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

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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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                      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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                        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.<

                          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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                            Leith Anticevich

                            Consultant

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

                              Phil Morris

                              Phil Morris

                              Executive Director

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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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                              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

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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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                                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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                                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

                                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

                                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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                                Vivian Yu

                                Accountant

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

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                                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

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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

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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

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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

                                      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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                                        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

                                          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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                                          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

                                          Cherry Vi

                                          Cherry Vi

                                          Client Services Manager

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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

                                          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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                                            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

                                            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

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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

                                              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

                                              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

                                              Jayson Smal

                                              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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                                              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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                                              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

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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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                                              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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