The QuarterFive team
Our Team

A multidisciplinary team built for today’s families.

Our skillset spans a wide variety of disciplines and alongside external specialist advisers we provide comprehensive services to high-net-worth sophisticated clients. Our modern approach integrates cutting-edge technology, personalised strategies and forward-thinking solutions to meet the evolving needs of today’s families.

  • Adam Morse

    Adam Morse, CFP®

    Managing Director

    Adam commenced his career in the wealth industry in 2005. In 2014 he founded BlueRock Private Wealth, in 2018 set up the BlueRock Investment Committee, and also served as the Responsible Manager and Director of their AFSL. In 2019, Adam was one of the founding trustees of the Be BlueRock Foundation, a public ancillary fund set up to activate the philanthropic endeavours of BlueRock and its clients.

    In 2024 Adam co-founded QuarterFive Family Wealth, a purpose-built advisory firm providing strategic wealth advice to high-wealth families. Adam is also a member of the Investment Committee and acts as director for a number of Family Offices.

  • Dalrine Rajan

    Dalrine Rajan

    Private Client Associate

    Dalrine completed her Bachelor of Business Administration (Honours), specialising in Finance, in 2025 before joining the QuarterFive team in 2026. She brings a background in equity research, which has strengthened her analytical skills and attention to detail.

    Dalrine works closely with the advisory team to support high-net-worth families through client onboarding, wealth management, and ongoing client service. She is passionate about building trusted relationships and delivering exceptional support to help clients achieve their long-term financial objectives.

  • Danielle Rosenbaum

    Danielle Rosenbaum

    Team Assistant

    Danielle is a strategic and solutions-oriented professional with years of experience across financial services, human resources, and office management. With a strong foundation as an executive assistant and in high-level administrative roles, Danielle joined QuarterFive in 2025 and brings a sharp focus on efficiency, discretion, and exceptional stakeholder engagement.

    Passionate about client service and team success, Danielle thrives in dynamic environments where attention to detail and strategic thinking are key to driving results in family wealth and professional services.

  • Ella Morse

    Ella Morse, CA

    Chief Financial Officer

    Ella is a Chartered Accountant with over 20 years experience in the professional services industry. In 2008 Ella was one of the founding members of BlueRock as a member of the Accounting division, advising business owners. During her 15-year tenure, Ella became the Group Financial Controller and later Head of Investments and Company Secretary for Everything is Awesome Ltd — the majority shareholder in BlueRock.

    Ella is now a founding member of QuarterFive as Chief Financial Officer.

  • Hiruni Fonseka

    Hiruni Fonseka

    Associate Adviser

    Hiruni joined QuarterFive in early 2023, has over 6 years experience within the wealth industry, and is degree qualified. As a Private Client Manager, Hiruni works closely with clients and advisers to ensure all client action items are proactively overseen and implemented.

    Hiruni has “provisional” adviser status as she undergoes the ASIC Professional Year program on the pathway to be a fully qualified advisory professional.

  • Iain North

    Iain North, CFA

    Investment Director

    Iain joined QuarterFive as Investment Director and Chair of the QuarterFive Investment Committee, bringing almost a decade of experience from JANA, one of Australia’s most respected investment consultancies. As Head of Alternatives, Iain and his team were responsible for advising some of Australia’s largest institutional and private investment groups.

    Prior to JANA, Iain spent 12 years in London working with one of the world’s preeminent multi-asset global macro hedge funds.

  • Jake Givoni

    Jake Givoni

    Senior Investment Analyst

    Following the completion of his Bachelor of Commerce, Jake commenced his career in corporate finance with a boutique advisory firm before joining QuarterFive in 2023.

    Jake plays an important role within QuarterFive’s Investment Committee, contributing to investment research, due diligence and ongoing portfolio review. He also works closely with the broader advisory team and clients to develop and implement bespoke investment strategies tailored to each family’s investment framework and long-term objectives.

    Jake has completed the Certified Investment Management Analyst® (CIMA®) certification, widely regarded as the premier international qualification in portfolio construction and investment management for investment professionals.

  • Kim Jin

    Kim Jin

    Private Client Associate

    Kim has a strong background in institutional equity research and capital markets, with experience at Canaccord Genuity Australia co-covering ASX-listed companies through bottom-up fundamental research, financial analysis and equity valuation. She brings expertise in sector analysis, company assessment and investment research, contributing to high-conviction investment insights and institutional-grade investment decision-making.

    Kim holds an MBA with Distinction from RMIT University and has passed CFA Level I.

  • Kristina Low

    Kristina Low, CFP®

    Director - Risk & Governance

    Kristina is a Certified Financial Planner and her past roles include being a licensed financial adviser specialising in technical and complex structures, and then at Deloitte where she worked with some of the country’s largest banks, Australian Financial Services Licenses and insurers, acting as a liaison with industry regulators.

    As Head of Risk and Governance, Kristina oversees the framework of the firm’s license and advisory practices. She currently consults to a large financial services business to oversee their three lines of defence and risk framework, and sits on the Risk and Compliance Committee for a number of AFSLs and family offices.

  • Nelangi Hewagama

    Nelangi Hewagama

    Financial Adviser

    Nelangi has been with the QuarterFive team since early 2022 and has more than 6 years experience across all facets of wealth management. Her role is integral for the project management of advice delivery and implementation, and she should be utilised as a first point of contact for most matters.

  • Rachana Hourt

    Rachana Hourt

    Private Client Associate

    Rachana Hourt (also known as Ana) has experience in client-facing financial services, having supported high-volume transactions and key relationships in the banking industry. This experience has strengthened her focus on dependable client support, attention to detail and building trust in fast-paced financial environments.

    Her analytical capability is reflected in her participation in valuation and derivatives competitions, where she applied data-driven analysis and risk assessment to real market scenarios. Ana recently completed her Bachelor of Business (Finance) with a minor in FinTech at Swinburne University of Technology, with a strong interest in the intersection of finance, technology and trusted client relationships.

  • Ryan Williams

    Ryan Williams

    Director

    Following the completion of his Law and Finance degrees, Ryan commenced his career in a boutique legal firm before joining BlueRock in 2017 to explore his passion for entrepreneurial business.

    Ryan is a practicing lawyer in Victoria, responsible for helping lead and run strategic decisions within the Family Office business, along with working closely with family clients on intergenerational Succession Planning engagements.

  • Sophie Bialocki

    Sophie Bialocki

    Private Client Manager

    Sophie began her career in financial planning in 2022 after completing a Bachelor of Commerce, double majoring in Financial Planning and Human Resource Management.

    She has demonstrated strong leadership as Chapter Chair of YNG (YPO Next Generation) Melbourne for nearly 2 years and recently enhanced her expertise through an intensive leadership program at London Business School.

QuarterFive

The long view

Built for the families who plan in generations.

QuarterFive Family Wealth

Start the conversation

Let's talk about your family's next chapter.

Every engagement begins with a conversation.