Scott Montefiore

Director, Wealth Advisory at William Buck Pty Ltd

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.

Location

Brisbane, Australia

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William Buck Pty Ltd

William Buck is a leading firm of Accountants and advisors with over 140 partners and 1,100 professional staff. Our offices are proudly owned and operated in Australia and New Zealand. Established in 1895, we are more than just advisors; offering a full range of services and 360-degree support, we aspire to create a positive change in the lives of our clients and our people. Throughout our 125-year history, we have assisted individuals, progressive businesses and community organisations, with a particular focus on the middle market. Remaining true to our core client base has enabled us to develop a depth of knowledge and expertise specific to our clients’ needs.


Headquarters

Sydney, Australia

Employees

501-1,000

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