Wahlstrom Financial Services are excited to announce a new addition to our professional network.
Due to the increasing complexity and time requirements involved in Centrelink applications we have experienced over recent years, particularly since they have moved many of their lodgement services online Wahlstrom Financial Services has taken the strategic step of acquiring a specialist Centrelink focused business, Priority Centrelink Assist (PCA).
Priority Centrelink Assist is a business that shares many of our own core values, and is similarly aligned to our pursuit of service excellence. PCA operates on a fee for service basis, and are well experienced in Centrelink services, with a proven track record.
In acquiring PCA, we gain access to the services of Andrew Lorimer, a Centrelink Specialist who had a 35 year career with the Welfare Departments and Agencies. During this time, his roles focused predominantly on pension payments but included the assets and income tests, the assessment of managed investments, shares and deeming. Andrew’s roles have further included training staff in the assessment of trusts and companies.
Andrew has extensive experience as Financial Information Service Officer. During the last 10 years, he was a Program Officer in the Income and Assets Team with duties including being responsible for the maintenance of the managed investment and shares databases and providing advice to staff.
For our existing clients, should you need to lodge a new Centrelink claim, or provide income and assets updates, we will be leveraging PCA’s expertise moving forward. We envisage a business of PCA’s calibre will take the stress of dealing with Centrelink and navigating their online claims lodgement process, and achieve the best possible outcomes for our clients.
We will be engaging PCA’s services for all new claims from Monday July 5 2021.
As the services of PCA are also available to the broader public, should you know someone who needs to lodge an aged pension claim, disability support pension claim, carers claim, or update income and assets information for existing claims, please feel free to let them know about the business as it may be able to assist.
If you would like to know more, feel that you or anyone you know requires advice, or would simply like a review of your financial situation, please visit our contact page call our office today to arrange an appointment on (07) 5574 0667.
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