“Our goal is to help clients achieve their idea of financial independence.”
Scott Montefiore
Partner, Wealth Advisory
Scott looks after a diverse client base of high net-worth individuals and families throughout Queensland. Scott has extensive experience and knowledge in the Health Industry and works closely with medical specialists and private practices.
As Partner of the Wealth Advisory division in Queensland, he focuses on developing a comprehensive long-term strategy for each client in collaboration with other professional advisors like lawyers and accountants. This ensures that all the advisers work towards a common goal: a client’s wealth and happiness.
Scott leads a team of 17 in the QLD Wealth division and has a focus on ongoing training and education for his staff, creating a highly skilled and qualified team to optimise clients’ financial affairs.
Giving back is important to Scott and he is part of a program run by the QLD Cancer Council, where he and his team provide Pro Bono advice for families who have a terminal cancer diagnosis.
The Facts:
Core Expertise
- Inter-generational Wealth Advice
- Portfolio Construction
- Optimising Investments within taxation structures
- Self-managed Super Fund
- Estate Planning
Qualifications
- Master of Business (AppFin)
- SPAA Specialist Advisor TM
- Postgraduate Certificate SMSF (University of Adelaide)
Industries
- Health Industry
- High Income Professionals
- Medical Professionals
- Family Office