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About Us
SW Morris & Associates is a young, vibrant and successful Adviser Business within the AMP Adviser Business network.
SW Morris & Associates is able to give advice on a full range of financial products and services from AMP and a range of other leading companies. This helps ensure that each of our clients gets the best possible solution to meet their individual needs.
SW Morris & Associate’s premises are at the city end of Dominion Rd, Mt Eden Auckland. Ample parking can be found on George St. For a detailed map and address see the Contact us page.
To read the SW Morris & Associates Disclosure Statement click here.
| Steve Morris | | Adviser/Director | | PH: 09 630 0070 (option 1) | | Mobile: 021 905 911 | | Fax: 09 630 7912 | | Email: stevem@swmorris.co.nz | Steve has been an adviser since 1990, holds a current Financial Adviser’s Practising Certificate and continues to complete regular ongoing professional and regulatory training. He is a member of the Institute of Financial Advisers (IFA). Steve’s main areas of expertise are in individual and group risk plus investments including personal wealth, workplace savings and KiwiSaver.
To view Steve's disclosure statement see the 'Read more about me' link below. | | Read more about me |
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| Ros Morris | | Practice Manager | | PH: 09 630 0070 (option 2) | | Mobile: 021 275 8256 | | Fax: 09 630 7912 | | Email: rosm@swmorris.co.nz | As Practice Manager she has responsibility for the operational side of SW Morris & Associates, implementing the Board’s initiatives and actions that arise from the annual Business Plans. Along with the advisers and support staff, she works to deliver a world class service to our clients. |
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| Katrina Ward | | Client Services Manager | | PH: 09 630 0070 (option 3) | | Email: katrinaw@swmorris.co.nz | Katrina is responsible for efficiently and proactively managing our client relationships. Her aim is to provide a smooth service and a ‘one-stop shop’ for client needs. |
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