LOGIN TO YOUR CLIENT PORTAL HERE

Scenic Rim Financial Planning

(07) 5613 1920

  • Home
  • ABOUT US
  • HOW WE CAN HELP
  • ADVICE PROCESS
  • BOOKINGS
  • RESOURCES
  • DIVORCE
  • HNW CLIENTS
  • More
    • Home
    • ABOUT US
    • HOW WE CAN HELP
    • ADVICE PROCESS
    • BOOKINGS
    • RESOURCES
    • DIVORCE
    • HNW CLIENTS

(07) 5613 1920

Scenic Rim Financial Planning
  • Home
  • ABOUT US
  • HOW WE CAN HELP
  • ADVICE PROCESS
  • BOOKINGS
  • RESOURCES
  • DIVORCE
  • HNW CLIENTS

Login to your secure client portal here

LOGIN TO CLIENT PORTAL

FINANCIAL SERVICES GUIDE

FSG - Scenic Rim FP - 17 November 2025 (pdf)Download

BUDGETING

MoneySmart Budget Planner (xls)Download
Mini budget (pdf)Download
Budget Template - complete (xlsx)Download

BUDGETING

Authority to enquire - 2026 (pdf)Download
Change of adviser - SARAH_2026 (pdf)Download
Change of adviser - ROBERT_2026 (pdf)Download

Scenic Rim Financial Planning

2/119 Brisbane Street, Beaudesert QLD 4285, Australia

(07) 5613 1920

Copyright © 2022 Scenic Rim Financial Planning Pty Ltd - All Rights Reserved.

Scenic Rim Financial Planning Pty Ltd ABN 18 112 135 350 is a Corporate Authorised Representative (No.336111) 

of Athena Financial Services Pty Ltd ABN 15 686 060 588, an Australian Financial Services Licensee No. 569 806 

Booking a FREE call

Click here to book a FREE 15min introduction call to discuss your needs and how we can assist.

Book a Call