Team

Anu Aggarwal

Anu Aggarwal

Head of Recruitment and Operations

Anu's career provides positive proof of the international opportun

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

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

    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

      Warren Lewis Profile Pic - High Res

      Warren Lewis

      Business Development Consultant

      Warren is from Johannesburg, South Africa. He initially completed a Civil Construction diploma in Australia before moving on to work in various fin

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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

            Ian Edwards

            Ian Edwards

            Associate Partner

            As an Associate Partner with Austen Morris Associates, Ian leads with an entrepreneurial vision, team centric approach and high personal expectatio

              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

              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

              Barry-Edit

              Barry O’Brien

              Consultant

              Having worked in the financial industry for more than 10 years Barry has experience in asset and portfolio management as an investment analyst, equ

                Nick Pitro

                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

                  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

                    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

                    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

                    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
                  • 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

                    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

                    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

                    Chad_300x300

                    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

                      2017.06 Lucien Profile Pic 2

                      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

                        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

                          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

                            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

                              Dee Profile Pic - Adjusted

                              Dee Masebe

                              Receptionist - Cape Town

                              Dambisa, or Dee as she is better known to her peers and colleagues, has more than 10 years experience in both administration and customer/client se

                                Brad Ginsberg Profile Pic

                                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

                                  Vivian Yu

                                  Vivian Yu

                                  Accountant

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

                                  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

                                  Remofiloe Legodi

                                  Remofiloe Legodi

                                  Business Development Consultant

                                  Remofiloe Legodi is a well-spoken, confident and multi-lingual professional who is hard-working with natural leadership skills. He has obtained a m

                                    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

                                    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

                                      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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                                      Leith Anticevich

                                      Consultant

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

                                        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

                                        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

                                        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

                                        Richard Hornsey Edited New

                                        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

                                          Phil Morris

                                          Phil Morris

                                          Executive Director

                                          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

                                            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

                                            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

                                            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

                                            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

                                              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

                                              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

                                              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

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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.

                                                D

                                                  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

                                                  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

                                                  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

                                                  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

                                                    Cherry Vi

                                                    Cherry Vi

                                                    Client Services Manager

                                                    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

                                                      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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                                                      Brett Taylor

                                                      Regional Manager - Africa

                                                      Brett Taylor has joined the Austen Morris Associates Africa team, as Regional Manager Africa, where his main objective is to help grow and support

                                                        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

                                                        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

                                                        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

                                                        Craig Merrifield Profile Pic

                                                        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

                                                          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

                                                          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

                                                          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

                                                            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

                                                            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

                                                              Vicky

                                                              Vicky Mdwara

                                                              Receptionist - Cape Town

                                                              Vicky holds a bachelor degree in Economics and enjoys working for Austen Morris with people that inspire her. She is motivated by endeavours that h

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