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An Expert Brisbane Financial Planner & Private Wealth Adviser

Build Lasting Financial Security and Peace Of Mind With A Wealth Management Adviser You Can Trust

Our Commitment to Financial Excellence

We provide exceptional financial planning & wealth management advice to business owners & high net worth individuals in Brisbane and the surrounding areas. Our mission is to build lasting relationships with our clients, providing tailored financial solutions designed to bring financial security & peace of mind.

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Why Choose Scion Private Wealth?

At Scion we believe in building lasting relationships and providing tailored financial solutions. We understand that your financial life is unique and your goals deserve personalised attention. 

 

We are committed to delivering tailored financial guidance and creating strategies to help you achieve your long-term objectives. With a focus on integrity and transparency, we strive to be your trusted partner in financial success.

Our approach begins with a deep understanding of your aspirations, values and concerns. From there, we craft a strategy designed to bring you financial security and peace of mind.

Work With A Financial Planner and Wealth Advisor Committed To Helping You Achieve You Goals

Our personalised financial planning services are designed to address your specific financial goals and concerns. Whether you're looking to grow your wealth, plan for retirement, or manage your assets, our team is here to guide you through every step of the process.

Investment Management

We understand that investing can be overwhelming. That's why we take a personalised approach to investment management, working closely with you to understand your goals, risk tolerance, and financial situation.

Retirement Planning

Retirement is a significant milestone, and planning for it can feel complex. We're here to simplify the process, helping you envision your ideal retirement and develop a clear roadmap to get there.

Tax Optimisation

Navigating the tax landscape can be challenging when it comes to financial planning. We're committed to helping you optimise your tax position through proactive strategies and careful planning.

Intergenerational Wealth

Preserving and transferring your wealth to future generations is a complex process that requires careful consideration. We can help you create a lasting legacy by developing a comprehensive intergenerational wealth plan.

Get in touch today to explore how our financial planning and wealth management services can help you achieve your financial goals.

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Scion Private Wealth is a Brisbane financial planner and private wealth adviser with expertise in investment management, retirement financial planning, tax optimisation strategies and intergenerational wealth transfer

Contact Details

1/200 Mary Street, Brisbane, Qld 4000

Scion Private Wealth Pty Ltd ABN 57 683 148 816 is a Corporate Authorised Representative, No. 1314101 of Alliance Wealth Licensee ABN 93 161 647 007 AFSL 449221

This information is general advice. We have not considered your objectives, personal or financial circumstances. You should consider the appropriateness of the advice for your circumstances before making any decision. (If applicable) You should obtain and consider the relevant Product Disclosure Statement and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication. This website holds information for Australian residents only.

©2025 by Scion Private Wealth. All Rights Reserved

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