Christine Atencia CFP®

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
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 12 Years
  • Licensed By
    Licensed By Nexia Sydney Financial Solutions Pty Ltd
CERTIFIED FINANCIAL PLANNER®