Adam Morse work email
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Adam Morse personal email
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I derive energy from being a valued contributor to those whom I care about, for causes that I am passionate about, and with the journey of continued evolution and the search for excellence. I am an inspired contributor to the entrepreneurial business community and consider ourselves fortunate to work alongside a group of incredible families who contribute so much towards our economy, and also to our community, via their unsung philanthropic endeavors.Whilst the wealth management industry continues to positively evolve, we have long been staunch believers in the value of truly holistic wealth advice, and in partnering with our clients to successfully navigate and coordinate the complexities of best practice wealth management across all financial disciplines.
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Managing DirectorQuarterfive Jul 2024 - PresentI am a founding member of QuarterFive, a specialist advisory firm dedicated to providing comprehensive services to high wealth families and family offices. Our services include strategic wealth planning, bespoke investment strategy, succession planning, family governance and best practice family office structure and strategy.QuarterFive leadership is shared amongst a group of passionate and experienced professionals, allowing me to maintain a strong focus on working directly with our clients.Our team is committed to upholding the values of Mastery, Connection, Appreciation, and Legacy. Our mission is to activate the true potential of wealth, ensuring it creates lasting impact and fulfills the most important goals of the families we serve.Please connect with me on LinkedIn or visit our website at www.quarterfive.com.au for further information. -
Managing Director - Bluerock Family OfficeBluerock Jul 2023 - Jun 2024Melbourne, Victoria, Au -
Founder/Managing Director - Bluerock Private WealthBluerock Feb 2014 - Jun 2023Melbourne, Victoria, AuAdam founded the wealth management division of BlueRock in 2014, the Investment Committee of BlueRock in 2018, served as Director and Responsible Manager of BlueRock’s Australian Financial Services Licence, and was a Founding Trustee of the Be BlueRock Foundation in 2019.
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Founding TrusteeBe Bluerock Foundation Nov 2019 - Dec 2023Founding Trustee of the Be BlueRock Foundation, a Public Ancillary Fund driving the philanthropic objectives and activities of BlueRock and making Philanthropy accessible for our client community. -
Vic Committee MemberMdrt Jul 2013 - Jul 2018Park Ridge, Illinois, UsThe Million Dollar Round Table is a premier global financial services association that I am passionate about supporting and promoting given the positive impact that it has had on both my professional and personal life. -
Victorian ChairMdrt Sep 2014 - Aug 2016Park Ridge, Illinois, UsThe honourable role of leading a great committee of people, within a fantastic global association, to promote the virtues of being an MDRT member.
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Senior Financial Adviser / PartnerMcqueen Wealth Management Sep 2005 - Jan 2014
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Committee MemberAfa 2011 - 2012
Adam Morse Skills
Adam Morse Education Details
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Financial Planning Association (Fpa)Certified Financial Planner (Cfp) -
Financial Planning Association (Fpa)Life Risk Specialist (Lrs)
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KaplanFinancial Planning
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KaplanFinancial Planning
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Swinburne University Of TechnologyEconomics/Finance & Accounting
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Vce - Whitefriars College
Frequently Asked Questions about Adam Morse
What company does Adam Morse work for?
Adam Morse works for Quarterfive
What is Adam Morse's role at the current company?
Adam Morse's current role is Managing Director - QuarterFive Family Wealth.
What is Adam Morse's email address?
Adam Morse's email address is ad****@****een.com
What is Adam Morse's direct phone number?
Adam Morse's direct phone number is +614811*****
What schools did Adam Morse attend?
Adam Morse attended Financial Planning Association (Fpa), Financial Planning Association (Fpa), Kaplan, Kaplan, Swinburne University Of Technology, Vce - Whitefriars College.
What are some of Adam Morse's interests?
Adam Morse has interest in Everything Outdoors.
What skills is Adam Morse known for?
Adam Morse has skills like Superannuation, Financial Advice, Wealth, Investments, Financial Planning, Wealth Management, Retirement Planning, Strategic Financial Planning, Protection, Mortgage, Estate Planning, Investment Strategies.
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