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.
Serra has extensive experience in financial planning as a compliance officer with a large licensee and as a para-planner. Over the years she has prepared and/or reviewed statements of advice for clients from all walks of life. She has the happy 'knack' of being able to quickly and clearly communicate complex information to all her readers.
Serra holds a degree in Mass Communication majoring in Public Relations and is currently completing her Bachelor of Laws.
Aside from having the travel bug, Serra enjoys reading and relaxing by the beach.
Serra Koh is an authorised representative (1241753) of Dover Financial Advisers Pty Ltd (AFSL 307248).