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Austen Morris Associates is a trusted and transparent financial services company committed to long-term partnerships. We have over 7,500 global clients, whom we’ve been proudly consulting for over 29 years. We strive to reward the trust you have placed in us by returning the best results for you. 
At Austen Morris Associates, we know how the right financial decisions can make all the difference to your long-term security, quality of life and the realisation of your dreams. We also understand the importance of working closely with you over the long term to understand your unique needs and help to meet any challenges along the way.

Since 1994, we have been committed to the core values of trust, professionalism and partnership to the benefit of our International Clients around the world, resulting in the successful long-term relationships that are the foundation of Austen Morris Associates today. As Independent Financial Consultants, we provide unbiased advice and give you access to the world’s top investment management groups.

Our Consultants offer a wealth of experience in providing a full spectrum of financial advice. Our commitment to ensuring your peace of mind reinforces our focus on trust and partnership. By focusing on your specific needs and situation, we tailor plans to reach your financial goals while maximising the benefits of international investing.

Investment Management

Austen Morris Associates

Austen Morris Associates' headquarters in Shanghai, China

Alan Copley

Mark Diego

Jennifer Morris

Fikile Sibiya

The Client Services Team at Austen Morris Associates is dedicated to ensuring exceptional support and satisfaction for our global clientele. This team, comprising roles such as Client Services Manager, Client Support Representative, Client Services Assistant, and Client Services Administrator, works collaboratively to address client inquiries, manage client accounts, and facilitate seamless communication between clients and financial consultants. They play a crucial role in maintaining long-term client relationships by delivering personalized and responsive service, thereby upholding the company’s commitment to trust, professionalism, and partnership.

Client Services Team

The Administration Team at Austen Morris Associates ensures seamless operational efficiency and support across the organization. The team is responsible for managing client documentation, overseeing compliance and regulatory requirements, maintaining accurate records, and providing administrative support to financial consultants. Their work ensures that the company operates smoothly, enabling consultants to focus on delivering top-tier financial advice and services to clients globally.

Administration Team

The Business Development Team at Austen Morris Associates focuses on expanding the company's client base and fostering new partnerships. This involves identifying and pursuing new business opportunities, building relationships with potential clients, and collaborating with other teams to develop tailored financial solutions. Their efforts are essential to driving growth and reinforcing the company's commitment to trust, professionalism, and long-term client partnerships.

Business Development Team

The Executive Assistants team at Austen Morris Associates provides high-level administrative support to key executives, including Phil Morris, Jon Holand, and Greg Morris. They manage schedules, coordinate meetings, facilitate communication, and handle various tasks to ensure the smooth operation of executive activities. This enables the executives to focus on delivering exceptional financial consulting services to their global clients.

Executive Assistants

The Leadership Team at Austen Morris Associates is responsible for steering the company’s strategic direction, overseeing global operations, and ensuring the highest standards of professionalism and trust are upheld. Comprised of senior executives, including the Managing Director of Europe, Chief Investment Officer of International, and Global Head of Human Resources and Marketing, this team works collaboratively to drive growth, optimize client relationships, and maintain a culture of excellence across all regions.

Austen Morris Associates

Org chart

Teams

Client Services Team

Administration Team

Business Development Team

Executive Assistants

Leadership Team

Offices

Austen Morris Associates

Org chart

Teams

Client Services Team

Administration Team

Business Development Team

Executive Assistants

Leadership Team

Offices

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