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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As a first home buyer, the process was extremely up in the air, but Kim made this much easier. I felt at all times during the process she had an answer for me where needed. I also felt she was extremely good at prompting my brokers and the real estate into responding. I really appreciated Kim’s attitude towards assisting me in this process and was really happy with the outcome.
Samantha Kendrigan
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One thing I have appreciated about BlueRock is the wide range of services they do provide. Whether it's Digital or Accounting, supporting us as a hospitality business and how we structure our finances or looking at the digital platform we have to enable the businesses I've worked with to function well. They're a great team to work with and I highly recommend them.
Brenton Howie
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CEO
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Schnitz
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The BlueRock General Insurance team have taken the time to gain a strong understanding of our business to ensure the solutions they provide are the right fit. they are always available to respond quickly to our requirements as our business grows and changes and are a valued partner to Cube Networks.
Scott Mannix
,
from
Cube Networks
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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!