“Our goal is to help clients achieve their idea of financial independence.”
Scott Montefiore
Director, Wealth Advisory
After running a successful high net-worth financial advisory business for over 10 years, Scott’s firm merged with William Buck QLD in November 2021.
He 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 Director 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 believes in ongoing staff training and education, which allows him and his team to understand and advise their clients better.
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.
Liability limited by a scheme approved under Professional Standards. Legislation other than for acts or omissions of financial services licensees.
William Buck Wealth Advisors (Qld) Pty Ltd (ABN 76 158 860 185), trading as William Buck Advice (Qld) is an authorised representative and credit representative of Hillross Financial Services Limited ABN 77 003 323 055, Australian Financial Services Licence and Australian Credit Licence No. 232705
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