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Random Fact
Adam Morse
Managing Director (Private Wealth)
in
Adam, a Certified Financial Planner®, commenced his career in 2005 with a full-service advisory practice in Melbourne, where he spent over 8 years progressing to a senior client adviser and shareholder.
His goal, prior to studying Accounting and Economics at University, was to enter the financial planning industry with a genuine desire to work closely with clients in helping define their most important goals. This then sets in motion a structured financial plan aimed at seeing those goals come to fruition via the implementation and management of sound financial strategies. Adam commenced BlueRock Private Wealth and BlueRock Protect in 2014, after having worked closely with Accounting and Law teams over an extended period, to help expand BlueRock’s holistic and integrated professional services offering for business owners and complex family clients. Outside the office, Adam can typically be found fishing, often with members of the BlueRock team or clients.
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Testimonials
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Our recent experience with BlueRock (in particular with Lauren) was such a positive one. Lauren is fabulous, she is lovely, attentive, professional and was very thorough with our work. We are very happy with the service that both Mark Fancellu & Lauren Calvisi have both provided us. Thank you.
Noel & Jan Murphy
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from
Crack Isolation Pty Ltd
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If you're after the most progressive, vibrant and knowledgeable Accountancy firm, well you have just found it! If you join their ever growing team, I believe you wont regret the move.
Murray Godfrey
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from
Melway
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Jamie and Harry from BlueRock provided a professional and very personalised level of service from the initial meeting right through to finance settlement. They’ve proven their capacity to identify and recommend the best (by far) market rates and quickly navigate through the banks' red tape. I would happily recommend Jamie and Harry for future business.
Tom Bennison
,
from
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