Getting your planning right can make a real difference when it comes to qualifying for or maximising your Centrelink benefits. Our knowledge and experience will assist you to maximise your Centrelink entitlements without needlessly compromising your longer term wealth development and enhancement strategies.
Common areas of financial plans that impact on Centrelink planning include the family home, reverse mortgages, gifts and financial support to other people such as your adult children and the interplay of structures such as family trusts with the Centrelink rules.
We also assist clients with non-aged related Centrelink needs, such as disability or carer payments.
Paul Bronson CFP® has been involved in the financial services industry for more than 20 years and is qualified to give financial advice and holds a Bachelor of Commerce with majors in Marketing and Accounting, as well as a Master of Business Administration, where he majored in Finance.
Paul also holds a Diploma of Financial Services (Financial Planning) and is a Certified Financial Planner and has been a member of the Financial Planning Association of Australia since 2008.
Paul Bronson is an authorised representative (292203) of Dover Financial Advisers Pty Ltd (AFSL 307248).