Team

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

    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

    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

      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

      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

      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

      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

      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

        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

          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

            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

            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

            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

            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

            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
          • Phil Morris

            Phil Morris

            Executive Director

            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

            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

            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

            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

            Vivian Yu

            Vivian Yu

            Accountant

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

            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

              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

              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

              Cherry Vi

              Cherry Vi

              Client Services Manager

              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

                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

                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

                  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

                    Jaspal Walia

                    Jay Walia

                    Business Development Consultant

                    Having worked and resided in Botswana since 2013, I have recently returned back to Johannesburg to seek new opportunities in a different environmen

                      2016.06 Hugh

                      Hugh O’Connor

                      Consultant

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

                        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

                          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

                          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

                            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

                              Marta_2

                              Marta Alonso-Goya

                              Client Services Manager

                              Marta is originally from Madrid, Spain where she graduated from the College of Finance Studies (CUNEF) with a major in finance in 2014. She joined

                              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

                                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

                                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

                                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

                                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,

                                  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

                                  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

                                  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

                                  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

                                  GIA HAMILTON - Executive Assistant for Martyn Davies

                                  Gia Hamilton

                                  Executive Assistant to Regional Manager Martyn Davies

                                  I am the newest addition to Austen Morris Manila team and have 7 years experience in the offshore financial services se

                                    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

                                    2016.06 Trenton

                                    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

                                      IMG_0796

                                      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

                                        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

                                        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

                                        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

                                        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

                                          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

                                            Anu-Aggarwal

                                            Anu Aggarwal

                                            Head of Recruitment and Operations

                                            Anu's career provides positive proof of the international opportun

                                            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

                                            Recent Videos

                                            Press Releases