Tony Pereira

Lake Macquarie Financial Planning

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 15
  • 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