Joshua Swanepoel is promoted to Consultanthttps://austenmorris.com/wp-content/uploads/2020/06/Joshua-Swanepoel300px.png300300AMA TeamAMA Teamhttps://secure.gravatar.com/avatar/4ad9c580ca7195a1d4f6c40c38a18a15?s=96&d=mm&r=g
Austen Morris Associates is proud to announce the promotion of Joshua Swanepoel, to the position of Consultant.
Joshua has always had an interest in finance and business. In 2017, he graduated with a Bachelor of Business Science Degree from Monash University. Following the completion of his studies, Joshua wanted to pursue a career in Financial Services, with a focus on Wealth Management.
In January 2018, Joshua joined the AMA Africa team, as a Business Development Consultant. Joshua took on the role with great enthusiasm and was eager to learn and grow within the team.
Joshua is a self-starter; his drive and tenacity was palpable and quickly noticed by management. In 2019, Joshua was promoted to Senior Business Development Consultant, and regularly expressed his interest in growing further within AMA. In February 2019, he was given the opportunity to become a member of the AMA Africa Investment Committee and eagerly accepted. Through hard work and dedication, Josh achieved all of the targets set for him in 2019, and earlier this year he was selected to complete the AMA Consultant Training and Mentorship Program.
Under the guidance of Senior Founding Partner, Greg Morris, African Regional Manager & Partner, Ian Edwards and Senior Consultant, Nick Pitro, Joshua has completed the program. He will start his career as Consultant with AMA while receiving ongoing support and leadership from our Senior Management and Consultant team.
Congratulations Josh! A job well done. We wish you every success as you embark on your Consultancy career, and look forward to seeing you continue to go from strength to strength.
“I’ve been always targeted by many financial advisors and International investment groups over the years. I have had one fund with an offshore investment group before which I canceled in 2008 and since then I was uncertain if I should do something again. I met Kirk in 2014 and he kept contact with me over the next few years. In 2017 I thought of investing and starting some fund and I have immediately contacted Kirk since he has left a very strong impression as a competent, pleasant, and very well informed advisor. Now I have a few funds with AMA and I am very happy with the service level, professionalism, and guidance from Kirk. I am very confident that I will reach my future goals.”
Ivan Stefanovic - Commercial Director - Scania
“Warwick Hamilton has, since 2014, been the financial advisor dealing with the proceeds of my UK pension, invested via QROPS in an STM Pension Transfer Plan. I am sure that I am not his biggest client but you would not think so, given the excellent support and service that he gives me. I have been continuously impressed by the way he ensures that these investments are managed to perform well, align with my risk profile; and with his ethical, informative, honest and straightforward way of handling those affairs. I have kept these investments with Warwick despite approaches to change financial advisors because he ensures that I am kept well informed and I trust him.”
Dr Leslie Alan Carlo
“Chad is a pleasure work with, throughout my dealings with him he has always maintained care for our relationship over and above my portfolio. He has ensured our communication and working timelines are met to the highest standard. I’ve found Chad to be very thorough and more than happy to take the time always to keep me updated and continue to answer all questions in a timely and professional manner. He is also very personable and courteous, with a keen attitude to deliver the best service. Chad keeps updated on current market developments and regulations, and his attention to detail and analysis of my portfolio has been most informative and insightful. In my opinion, Chad is a knowledgeable and professional advisor, and I feel comfortable entrusting my international arrangements and overall portfolio management to him. I would happily recommend Chad to others who require assistance regarding their financial planning.”