(02) 4948 8613

About Tony Pereira

Tony has been providing creative Financial Planning solutions for Lake Macquarie, Newcastle and Hunter based clients since 1997.  Tony is our Practice Principal and is a Certified Financial Planner.

​Tony sees his role as inspiring and supporting change in peoples' lives. This is best achieved by supporting clients over the long term, by creating the space for open and honest communication, providing an understanding of the choices available and the tools to make choices ....  and then getting things done.

​Tony's vision is to build on our team of Financial Services Professionals who, at their core, stand for the delivery of client focused, value based outcomes. These outcomes should support each Clients' life journey and are celebrated and acknowledged.

​As the Father of a young family of four Tony is firmly "Family First" but does, from time-to-time, manage to pursue his passions of music, golf and the Mighty Dragons.

About Belinda Hopkins

Bel has the role of Office and Client Relationship Manager.

​Bel has been in the Financial Planning industry since 2001 and is passionate about delivering quality and timely support to Clients of our Practice.

​Applying the knowledge and experience gained in her previous Financial Planning roles, Bel’s goal is to continue building on the systems and processes that support an outstanding client experience. As the first point of contact, Bel is enthusiastic about the opportunity to develop relationships to support our Clients' individual needs.

​Bel loves spending time with her family and friends and enjoys entertaining at home. Bel & her hubby, Gregg, have a serious case of wanderlust and love nothing more than travelling together, although they do find it hard to leave their two beautiful German Shepherds and one cranky cat!

About Melanie Pereira

Melanie is our Human Resource and Marketing Manager. 

With over 14 years experience in both Human Resources and Customer Service Management roles, Melanie's focus is on ensuring our Client Service Philosophy and our Employees' values are aligned and are evident in every facet of our business. 

​Melanie is passionate about creating an environment where Employees and Clients feel they are valued members of our Financial Planning family. Melanie is invested in the success of both our Employees' and our Clients' in achieving their financial and personal goals and will be key in acknowledging and celebrating the achievement of those goals.

As the Mother of 3 amazing little boys; Oliver​, 4; Samuel, 3 and Charlie, 2, Melanie is kept busy with her commitments to family and work, however, does enjoy introducing the children to new experiences, involving the children in cooking, craft and outdoor activities.

Why Clients Choose Us

Clients choose to be a member of the growing Lake Macquarie Financial Planning community because:

  • We present You with all the Choices and support You to make the ones that best suit You, not Us
  • We Speak to Your agenda, not ours
  • We are genuine in our desire for long term and deeper client relationships
  • We are there to support, acknowledge and celebrate your success
  • We have the TIme, Inclination and Knowledge to support your success

Common Questions Answered...

Do You Offer A Free Initial Consultation?

Is there A Guarantee?

What Payment Methods Do You Accept?

Are Our Sessions Confidential?

What Does It Cost?

How Long does It Take?

Copyright © 2020 Lake Macquarie Financial Planning

The Trustee for Pereira Family Trust (ABN 25 467 180 446), trading as Lake Macquarie Financial Planning is an authorised 

representative of Charter Financial Planning Limited, Australian Financial Services Licensee.

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. 

You need to consider you financial situation and needs before making any decisions based on this information.