Random Fact

Adam Morse

Managing Director

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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We have been with BlueRock since it started, and they have always provided us with accounting services and assisted us to manage other things outside of our business. After almost 50 years in business, our affairs have become quite complex. We recently worked through our financial affairs and the re-writing of our wills, guided by Adam Morse and Ryan Williams. Getting a will right and managing the financial requirements to make it work properly is no simple task. The fact that all the information was already within BlueRock made discussing it with Adam and Ryan easier. The outcome is a very thorough, simple will and estate plan, which is, without doubt, the best result we have ever had.
Bill Scott
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AM
from

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Sometimes we sit on toadstools to make phone calls and have meetings around David Attenborough-inspired artefacts.
That’s life at BlueRock – we like to do things differently.

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Did you know?
The origin of the BlueRock name is a mash-up of the founders two favourite things.
Through a mutual love of the Carlton football team and Dwayne 'The Rock' Johnson, a firm was born!