Christine Dang

Rising Tide Financial Services

Gold
8 Yrs Experience
Docklands, VIC 3008
I am passionate about helping Rising Tide clients to embrace their finances to achieve their financial and lifestyle goals, and ultimately achieve financial freedom. My clients (& team) would describe me as a good listener and an empathetic coach who's not afraid to have the right conversations when required.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Initial goals setting & discovery session - no cost The initial project we do can be anywhere from $3,500 - $6,600, depending on the complexity of the advice. Ongoing advice relationships start from $299 per month.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 22
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Bachelor of Applied Finance
  • Language spoken
    • English

Rising Tide Financial Services

Waterfront City, 108 New Quay Promenade
Docklands, VIC 3008

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

4.90
22 Reviews
5
4
3
2
1
4.90
Clear communication
4.85
Knowledge & expertise
4.95
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 22

Sort by

4.75

"Christine has given me advice in areas including insurances, investments and managing debt. Most importantly Christine was able to coach me through identifying my goals and then assigning money towards these goals, so that my cashflow was better able to be managed. Christine explained things to me in a clear way, and always asked if I had understood. Through Christine's knowledge and experience, I feel very confident that the advice given was right for my needs. Christine provides her full care and attention when in a session with you, and is genuinely interested in my personal success."

  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Christine has been a great sounding board and an invaluable help to us as we’ve worked our way through some substantial life decisions."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Christine gave me great help and advice in budget management and needing to adjust my investment strategies when I've had a change in income. She was able to explain to me in simpler terms what newer strategies would entail. I felt engaged during our consultation and felt confident she understood my financial situation."

  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Christine and I have only been working together for a short period so far but I've enjoyed our discussions and as someone that comes prepared for a lot of questions, Christine is patient and methodical working through responses and solutions."

  • Superannuation
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Christine has been very empathic and helpful with my situation from the start and has allowed me to improve on historically problematic spending habits with education, conversations and providing appropriate tools and strategies. She is usually quite responsive and gives advice most suited to my personality and values. I look forward to working with her more and making the most of my investment with WE."

  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Christine has helped me so much. I’ve gone from having very little savings, a personal loan, and no investments, to a position where I only have good debt, my savings are growing, I have an investment portfolio and am gaining confidence with direct investment in shares. Christines advice around insurance was particularly clear. Christine has turned my finances around in a very short timeframe and helped me to change some bad habits and my mindset. I’m very grateful."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Christine has given me advice on life insurance and income protection. She has coached me on budgeting and has taught me how to spend wisely. I always had issues with saving money and when I had a surplus of money, I didn’t know what to do with it.... so I kept spending! Christine has taught me the importance of setting goals and helped me reached these goals by investing and putting my money away into different savings accounts. I am confident in Christine’s abilities and I know that I will always receive her full care and attention when I need it."

  • Insurance Protection
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I've worked with Christine for 6 years now, and she really is my go to person for anything. Christine is the first person I call if any idea comes up or a circumstance changes. No question or issue is too big or small and Christine has been there to make sure I'm protected, investing and able to take as many holidays as I can."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Christine has helped me understand and gain control of finances and life. It is reassuring to know where I am with my personal finances and that there is a plan to help me move towards my goals. Even when I do make mistakes or overspend she is always there to help me get back on the right path."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Christine has given me advice across investing, savings, loan products, cashflow management and much more. Christine takes the time to ask great questions to understand my situation and explains recommendations and strategies in a simple way. It's been an amazing experience working with Christine and I look forward to us continuing to work together."

  • Insurance Protection
  • Margin Lending
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 22

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Applied Finance

Level
7 - Bachelor Degree
Institution
Macquarie University
Completed
2011

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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