Christine Atencia CFP®
About Me
I am a financial adviser at Nexia Australia, Sydney office.
I fundamentally believe that every client's solution should be as unique and individual as they are. As a result, I provide personalised, holistic advice, ensuring my clients are well-informed and confident in their financial decisions. My focus on tailored strategies is driven by a passion for helping clients reach their goals, particularly time-poor professionals and executives, and high net worth individuals who understand the importance and the benefits of partnering with someone who they trust to hand their financial world over to. I believe each client should be fully informed of available options to best suit their financial situation. I then see my 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.
I also specialise in providing advice to female executives/C-Suite, as well as sustainable investing.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management

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Years of Experience 12 Years
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Licensed By Nexia Sydney Financial Solutions Pty Ltd
