QuarterFive
Melbourne family wealth advisory firm holding its own AFSL, acting as an outsourced family office and investment adviser to high-net-worth families.
Identity
- HEADQUARTERS
- Melbourne, Australia
- FOUNDED
- 2024
Investment approach
- GEOGRAPHY
- Australia
Overview
QuarterFive Pty Ltd, trading as QuarterFive Family Wealth, is a Melbourne-based family wealth advisory firm working with high-net-worth families and business owners across Australia. It describes offering the structure of a dedicated family office without building one, covering whole-of-wealth management and reporting, succession and governance, wholesale investment advice and philanthropy, and it also works with established single-family offices. It holds its own Australian Financial Services Licence and runs an investment committee chaired by its investment director.
People
- Iain NorthInvestment Director and Chair of the Investment Committee · source
- Jake GivoniSenior Investment Analyst · source
- Adam MorseManaging Director and Co-founder · source
- Ryan WilliamsDirector · source
- Ella MorseChief Financial Officer · source
- Kristina LowDirector - Risk & Governance · source
- Nelangi HewagamaFinancial Adviser · source
- Hiruni FonsekaAssociate Adviser · source
Frequently asked questions
QuarterFive is a multi family office based in Melbourne, Australia, founded in 2024.
QuarterFive does not publicly state whether it puts its own money into companies or invests through funds.
Key people at QuarterFive include Adam Morse (Managing Director and Co-founder), Ryan Williams (Director), Ella Morse (Chief Financial Officer) and Kristina Low (Director - Risk & Governance).