Veteran referral pathway · free and open to all

Refer a veteran for arm's length financial advice

Use this page to send a permanent impairment or SRDP case straight to the advice team. You keep the advocacy relationship; the advice requirement and the evidence trail are handled for you. No membership is needed, and the veteran can start here themselves.

Fast contact

Aim to make contact within one business day. Tell us the actual SRDP offer expiry date so urgent matters are triaged first.

Arm's length

DVA may reimburse advice on these elections up to $3,397.18 where eligibility criteria are met. Any cost outside that is explained before work starts.

Evidence

A completion certificate for your file, recording that advice was given before the election was returned.

How it works

Four steps, in this order

01
You lodge the case
Lodge it in the referral portal with the veteran's details and key dates. Any advocate, family member or the veteran themselves can use it.
02
We contact the veteran
The advice team makes contact and provides arm's length advice within the determination or offer window.
03
The decision is recorded
The veteran records their decision in a tracked confirmation before anything is signed and returned to DVA.
04
You receive the evidence
You keep the advocacy relationship, track progress with your reference, and a completion certificate is emailed for your file, so the advice step is proven, not asserted.

Lodge a referral

Referrals are lodged directly in the Witton Lane referral portal. You receive a confirmation email with a tracking reference, and can check progress at any time.

Have these ready

Case type: permanent impairment determination or SRDP offer
Date the DVA letter or offer was issued
Election deadline or offer expiry date
Whether the election has been signed, and whether it has been returned to DVA
Veteran's name, DVA reference and contact details, with their consent to be contacted
A copy of the DVA letter

If the election has been signed but not returned, hold it and lodge the referral now. If it has already been returned, still get in touch: options may be limited, but it is worth checking.

Open the referral portal

Not sure what you are looking at yet? Start with the free practice tool, a two-minute checklist you can save or print before deciding anything.

Who this is for

Any veteran, family member or advocate, paid or volunteer. No membership is needed to use this page.

For advocates

Your role is to manage the letter, refer the advice and make sure the election is returned once the advice decision is recorded. The financial analysis is done for you.

Independence

No fee sharing, commission or referral payment to any advocate or organisation. Using this page creates no obligation.

Who provides the advice

DVA may reimburse the cost of financial advice on permanent impairment and SRDP elections, up to a statutory maximum of $3,397.18, where the eligibility criteria are met. This is a reimbursement ceiling, not a quote: eligibility, funding and any personal cost are confirmed in writing before any work begins.

Witton Lane Advisory is an exclusive referral partner of Coffs Coast Wealth Management Pty Ltd (ABN 82 153 980 388), a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (AFSL and Australian Credit Licence No. 236523).

General information for professional development only. Nothing here is personal financial advice, tax advice or legal advice, and no product or fee content is included.