Anthony Pereira

Lake Macquarie Financial Planning

4.95
14 Reviews
Platinum
25 Yrs Experience
Warners Bay, NSW 2282
With over 25 years in Financial Services I remain passionate about helping people achieve their long term financial goals. Being a Financial Planner for me is about creating relationships of trust where I can support the important decisions my clients make over their financial life.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 14
  • First year providing advice 1997
  • Years of experience 25
  • Highest qualification
    • Bachelor of Economics
  • Language spoken
    • English

Lake Macquarie Financial Planning

Unit 17, 363 Hillsborough Rd
Warners Bay, NSW 2282

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Charter Financial Planning

AFSL 234665

4.95
14 Reviews
5
4
3
2
1
4.95
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 14

Sort by

5.00

"I have been a client of Tony's since he established Lake Macquarie Financial Planning. He has been of invaluable support to my family and me. He assisted me with arranging superannuation planning and insurance coverage. I have recommended him to others and would not hesitate to do so again."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tony has been my financial advisor for over 20 years in the areas of superannuation investment and estate planning. His professionalism knowledge and experience over all that time has been exemplary. I have total confidence in his advice delivered always in a clear and caring manner and therefore have no hesitation in recommending his services and those of Lake Macquarie Financial Planning."

  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I became one of Tony's clients around 3 years ago when I was about to be relocated due to my employment. This move was going to result in an increase in my fortnightly free cash, I sought Tony's advice on how I could best utilise this additional money to accelerate my medium term wealth growth. I have always found Tony to be excellent at explaining financial concepts and ensuring that I understand the options available to me. Tony's knowledge in personal wealth creation is excellent and I have always felt that he has my best interest at heart which has been confirmed by the performance of my portfolio. I happily recommend Tony to family and friends with my sister also a very happy client."

  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Tony has excellent knowledge of investment, retirement and wealth growth and he is very affable, attentive and reliable."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Retirement and superannuation is a complexed web, especially when you have limited funds, time and information about what to invest in so you still can retire comfortably. I was introduced to Tony by my partner a couple of years ago and now with the right advise on where to invest my money, I have seen my portfolio grow into a comfortable. Retirement package. Keep up the good work Tony and the team."

  • Superannuation
  • Retirement & Pension
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been a client of Anthony’s for quite a few years and he has always explained thing clearly and has always done well for my super"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I met Tony several decades ago when he was working for my financial planner. He eventually took over my portfolio and then, when he opened his own business, I chose to stay with him instead of my original financial planning company. He has always explained everything in clear language. When I have asked questions, no matter how silly they might have sounded, he has taken the time to make sure I understand. Tony guided me skillfully through pre-retirement and now in retirement."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I first met Anthony when he was working for my previous adviser. When he decided to set up his own consultancy, I chose to follow him as he had always been sensible with his advice;prompt in all dealings and courteous and kind. i have recommended Anthony's services to friends and acquaintances,without any qualms and i know they have been happy with the help and advice they have been given."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tony and the team have helped me for many years to attain my goal (set around 30 years ago) to be able to retire and more recently assisted in making good use of funds from a redundancy package to set up an income stream to fund retirement."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"In the complex area of financial management its comforting to know I have the support and advise of a genuine and knowledgeable Advisor like Tony to rely upon . Our trusted relationship extends more than 20 years now. Thank you Tony for keeping me abreast of the impact of changes upon my portfolio and in particular keeping things simple and time saving for me. Jeff B"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 14

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Diploma of Finance and Mortgage Broking Management

Level
5 - Diploma
Institution
AAMC Training Group
Completed
2019

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Mentor Education
Completed
2017

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2001

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
University of Newcastle
Completed
1993

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Financial Brokers Association of Australia (FBAA)

Membership type
Member
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