Running as a partner service to the retirement planning and investment advice of CPB’s advisers, our Centrelink Liaison Service guides our clients through the regulations and paperwork surrounding Centrelink and Department of Veterans Affairs (DVA) pensions and benefits.
By completing all applications and collecting supporting documents on your behalf we facilitate hassle free benefit claims, ensuring that our clients are able to obtain their correct entitlements. Once established, we assist them in dealing with any ongoing paperwork, correspondence and Centrelink reporting obligations.
Over the years we’ve developed an excellent relationship and reputation with Centrelink and find them to be very helpful in our day-to-day dealings. With your prior written authority we can even access Centrelink directly online and update certain information for you.
We believe that we pioneered Centrelink Liaison in financial planning when we set the service up in 1998 and it has been a part of our offer to clients ever since. Today we have over 1000 people on our Centrelink programme with dedicated staff employed specifically to administer the Service. Should you choose to become a retirement planning client of CPB, very early on you will find yourself enjoying the benefits of having us liaise Centrelink for you.