Our team
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).
Kelly is an Authorised Financial Adviser providing a holistic approach to advice including Investment Advice, Retirement Planning, Goal setting & Residential Lending (brokerage). Kelly has a Bachelor of Commerce from the University of Auckland & over 10 years' experience in the industry.
Elodie is our Paraplanner & Lending Administrator. She supports our advisers by generating advice related documentation & lending applications. She is also your first point of contact for investment or lending queries. Elodie has a Bachelor of Business from the Auckland University of Technology majoring in Finance.
Carlos works part-time in the business supporting the team with various projects. He is currently studying for a BCom(Hons) in Economics at the University of Auckland.
Ros is married to Steve and manages the accounts as well as other projects for Trilogy FS.