Team

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Dino Wang

Human Resources Administrator

Dino, originally from Shanghai, has been working at Austen Morris Associates since 2007. She works within the human r

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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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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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

    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

      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

        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

        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

          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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          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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            Leith Anticevich

            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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              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

              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

                AMA-0061

                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

                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

                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

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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

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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

                    Cherry Vi

                    Cherry Vi

                    Client Services Manager

                    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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                    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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                    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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                      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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                        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

                        AMA-0449

                        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

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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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                          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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                          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

                            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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                              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

                              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

                              AMA-0107

                              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

                              AMA-0145

                              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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                                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

                                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

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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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                                  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

                                  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

                                    AMA-0411

                                    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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                                    Anu Aggarwal

                                    Head of Recruitment and Operations

                                    Anu's career provides positive proof of the international opportun

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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.<

                                      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

                                      Phil Morris

                                      Phil Morris

                                      Executive Director

                                      AMA-0488

                                      Vivian Yu

                                      Accountant

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

                                      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

                                        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

                                          AMA-0520

                                          Stefan Raicevic

                                          Consultant

                                          Stefan Raicevic joined Austen Morris Associates Shanghai, as Consultant in 2018, prior to joining Austen Morris, Stefan worked as a Consultant in E

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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

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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

                                            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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                                              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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                                              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

                                              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

                                                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

                                                  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

                                                  AMA-0347

                                                  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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                                                  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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