Scott Montefiore
Director/Private Client Adviser
William Buck. Level 22, 307 Queen Street, Brisbane QLD 4000

Scott has a diverse client base of medical specialists.

What's your idea of Financial Freedom?

& Memberships

  • M.Bus (App Fin)
  • SPAA specialist advisor TM
  • Postgraduate Certificate SMSF (University of Adelaide)

Areas of

Estate planning
Self Managed Super Fund

Scott is the Wealth Advisory Director of William Buck Queensland; and a Self-Managed Super Fund Specialist Adviser. He has a diverse client base of medical specialists in Brisbane and North Queensland. Scott is a sought-after presenter who regularly speaks at RACP and RACGP workshops, the Business for Doctors Conference, and other events. Scott is part of “The Professional Medical Practice,” a collective of experts providing financial well-being and business advice and training to Medical Specialists.

Scott adopts a team approach with other professional advisers, including lawyers and accountants, to develop a comprehensive long-term strategy for each client. This ensures that all the advisers are working towards one common goal for a client’s wealth and happiness.

Giving back is very important to Scott and he is part of a of a program run by the QLD Cancer Council, where he and his team provide Pro Bono financial advice for families who have a terminal cancer diagnosis.

Scott is married to Paddington based GP Dr Jaclyn Montefiore. He enjoys spending time with his wife and three daughters, Harriet, Sofia and Charlotte, predominantly at Palm Beach Gold Coast.

Scott’s areas of expertise are:
• Self-Managed Super Fund Investment Advice and Strategy
• Direct Equities and Investments
• Medical Specialist Insurance Structuring
• Medical Private Practice Set Up
• Medical Private Practice Structuring and Optimisation

Scott's ideas of Financial Freedom

Sitting on a beach in Barbados with my wife Jackie and daughters Harriet, Sofia and Charlotte.