Our Team

Christine Atencia

Christine Atencia

Christine is a Senior Financial Adviser and an Authorised Representative of Nexia Sydney Financial Solutions Pty Ltd, with a strong academic background, both graduate and post-graduate, in accountancy and financial planning.
Contact LinkedIn V-Card

Professional experience

While her background has provided Christine with a strong analytical foundation, her key strength is translating detailed and often complex financial data into easy to understand concepts.

Striving to achieve client objectives, Christine believes each client should be fully informed of available options to best suit their financial situation. She then sees her role, as an adviser, to work through the relative merits of each strategy to determine the most appropriate way forward based on each client’s goals.

Christine’s main focus is delivering tailored and personalised advice to clients based on their specific circumstances. Her passion is seeing clients ultimately achieve their goals and objectives, and knowing that her advice has assisted them in doing so. Christine also specialises in providing advice to time-poor professionals as well as financial planning for women and families. She also provides advice to business owners, particularly in relation to business succession planning.

Christine has eight years experience in financial services, developing client strategies and managing ongoing financial affairs. Prior to this, Christine worked in the Business Advisory division at Nexia Australia – Sydney office, preparing financial statements and analysing results to assist with adviser’s identification of business needs.
 

Qualifications

Certified Financial Planner (CFP)

Advanced Diploma of Financial Services (Financial Planning)

Bachelor of Business (Accounting)

Diploma of Finance and Mortgage Broking

 

Skills

  • Financial Planning
  • Insurance
  • Investment Planning
  • Wealth Accumulation
  • Business Succession Planning
  • Superannuation Solutions
  • Retirement Planning
  • Debt Structuring and Strategies
  • Centrelink

News by Christine Atencia

Loading...

Sydney Staff

Show the relevant contacts from Loading
Loading...