Authorised Financial Adviser

Email Steve
Mobile: 021 905 911
DDI: 09 523 5822

Steve has been in the industry for 25 years, following in the footsteps of his father, the late Bill Morris, who established their Adviser Business in Auckland 1968. Steve is an Authorised Financial Adviser and is a member of the Institute of Financial Advisers (IFA).

“I am the Senior Adviser and founder of S W Morris and Associates. I really enjoy achieving a work life balance by watching my three daughters play sport, perform on stage and spend time out and about on bikes and on holiday around NZ. One of my family’s greatest loves is snow skiing and we especially like getting to less commercial family fields in the South Island. I used to enjoy playing team sports such as cricket and rugby, and now enjoy running, cycling, snow skiing and swimming. Seeing 90 year olds still competing in Ocean Swims around in NZ gives me hope that I will also be participating in these events for a long time”.

Authorised Financial Adviser 

Email Kelly
Mobile: 021 084 16335
DDI: 09 523 5829

Kelly is an Authorised Financial Adviser at SW Morris providing a holistic approach to financial advice including Investment Advice, Retirement Planning, Risk Protection & Mortgage advice.

She has Bachelor of Commerce from the University of Auckland majoring in Marketing & International Business and 6 years’ experience in the financial services industry.

Kelly is also currently the first point of contact with any investment queries. 

Client Services Manager

Email Katrina
Mobile: 027 279 8128
DDI: 09 523 5826

Katrina is the Client Services Manager, overseeing the administration team at SWML.

Katrina is the key contact for corporate clients including group insurance, workplace savings and key person and shareholder protection cover.

Katrina also controls the compliance side of our business and lives by a strong belief that only excellence in customer service is good enough.

Accounts Manager

Email Ros
Mobile: 021 275 8256
Phone: 09 523 5993

Ros is married to Steve and joined the business in 2005 on a part time basis to manage the accounts and various projects. Her other jobs include CEO of the Morris family, which includes managing 3 busy girls, as well as contracting her project management skills out to businesses. She enjoys keeping fit, playing tennis and catching up with friends and family in her spare time.