Team

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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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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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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

    Phil Morris

    Phil Morris

    Executive Director

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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

      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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      JJ Mtuse

      Business Development Consultant

      J.J completed his Matric at Bryanston high school in 2013, following his matriculation he completed a higher certificate in Business Management 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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        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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          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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          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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            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

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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

            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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            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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              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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              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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              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

              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

                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.<

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                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

                  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

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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

                    Michelle Le Roux

                    Michelle Le Roux

                    Consultant

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

                  • Email Michelle Le Roux
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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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                    Rikus Lombard

                    Consultant

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

                  • Email Rikus Lombard
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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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                    Warwick Hamilton

                    Senior Consultant

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

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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.

                    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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                    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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                    Anu Aggarwal

                    Head of Recruitment and Operations

                    Anu Aggarwal Joined the Austen Morris Associates team in May 2007, her career hist

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                    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

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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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                    Chimanay Petersen

                    Assistant to Warwick Hamilton

                    Chimanay is  a hardworking, self-motivated and ambitious individual. Born in Cape Town where she lived until she was a young adult, following high

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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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                      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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                      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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                      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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                        Cherry Vi

                        Client Services Manager

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                        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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                        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

                        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

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                          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

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                          Mark Waspe

                          Business Development Consultant

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

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                          Leith Anticevich

                          Senior 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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                          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

                            Justin Le Roux

                            Justin Le Roux

                            Business Development Consultant

                            Justin has a Bcom in Economics and Accounting from the University of Kwazulu-Natal. He also recently completed a diploma in Strategic Management th

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                            Jackson Fang

                            Business Development Consultant

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

                            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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                            Vivian Yu

                            Accountant

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

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                            Maddie Opperman

                            Paraplanner

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

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                            Alex Pitro

                            Consultant

                            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

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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

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                            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

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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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                                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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                                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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                                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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                                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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                                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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                                Willem Le Roux

                                Consultant

                                 

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

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