Team

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

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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

    Willem Le Roux

    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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    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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    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

    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

      Rikus Lombard

      Rikus Lombard

      Consultant

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

    • Email Rikus Lombard
    • 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

      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

        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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        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
        Chad Goddard

        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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          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

          Liliana Nunes

          Liliana Nunes

          Business Development Consultant

          After completing her Matric, Lily took a year off in pursuit of finding a career path. After working as a receptionist at a prestigious hair salon

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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

            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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            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

            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

              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

              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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              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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              Jayson Smal

              Senior Consultant

              Jayson has over 15 years experience in the financial services industry, both locally and abroad.
              Prior to joining Au
              Cherry Vi

              Cherry Vi

              Client Services Manager

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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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                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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                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

                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

                  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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                    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

                    Ben Nevin

                    Ben Nevin

                    Senior Consultant

                    Ben has been working in the high-net-worth wealth management sector for the past four years.

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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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                    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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                    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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                    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

                      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

                      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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                        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

                        Warwick Hamilton

                        Warwick Hamilton

                        Senior Consultant

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

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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

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                          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

                              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

                              Mark Waspe

                              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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                              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

                              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

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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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                              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

                              Jackson Fang

                              Jackson Fang

                              Business Development Consultant

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

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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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                              Lucien Gounden

                              Senior Consultant-AMA Global

                              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

                                Robert King

                                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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                                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

                                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

                                Phil Morris

                                Phil Morris

                                Executive Director

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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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                                  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

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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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                                  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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                                  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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                                  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

                                  Charlene Lindeque (2)

                                  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

                                  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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                                  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

                                  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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