10 Reviews

Christine Atencia

Nexia Sydney Financial Solutions Pty Ltd

Platinum

10 Yrs Experience

Sydney, NSW 2000

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I am a financial adviser at Nexia Australia, Sydney office.

I partner with time-poor professionals and business owners, taking them on a journey, and help and guide them from where they are now, to where they want to be.

I provide holistic and comprehensive advice, and my areas of interest and specialisations are:

working alongside time-poor professionals with kids, who are keen to generate wealth and also build a legacy for their children
empowering women to take control of their own finances, and financial literacy for women
ethical and sustainable investing

My main focus is delivering tailored and personalised advice to clients based on their specific circumstances. My passion is seeing my clients ultimately achieve their goals and objectives, and knowing that my advice has assisted them in doing so.

Striving to achieve client objectives, 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.

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

I am a CERTIFIED FINANCIAL PLANNER® professional and an authorised representative of Nexia Sydney Financial Solutions. We operate on a fee-for-service basis, so as to ensure that any advice provided to our clients is predicated on their specific needs and objectives.

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

At the end of the first complimentary meeting, the objective is to identify a shortlist of possible strategies that might suit the clients identified goals and objectives. On that basis, I am able to provide a fixed cost based on the expected time required to complete that analysis. My hourly rate is $495. Generally, most mandates for the initial analysis range between $3,850 and $5,500 depending on their complexity. The same principle applies to any implementation costs (if the client chooses to proceed with the recommendation) and the provision of ongoing advice required to keep the financial plan relevant over time.

5.00 June 2022

Christine assisted my husband and I with planning to reduce debt and eventually grow investments. She was very professional, efficient, and was thorough and diligent with all services provided. Thank you Christine for all your advice and support. We would highly recommend Christine to anyone who is looking for assistance with financial planning and investments.

5.00 April 2022

I found Christine easy to talk to, very helpful and willing to be flexible with our constantly and quickly changing situation. Her knowledge was first rate and her personable way of dealing with us and our particular situation was very much appreciated.

4.75 June 2021

Christine has provided me financial advice for nearly five years, she focuses on what is important to me whether it was managing cashflow to support family or lifestyle choices, or complex investments. Christine advised me on ethical investments that have superior performance to more traditional funds, and Christine is supporting my move to 100% ethical investments within the year. She always explains her recommendations and alternatives clearly, and gives me time to think about it. I’d recommend Christine to anyone looking to secure their financial future and is unsure of how to do so.

5.00 February 2021

'Christine has given me advice in primarily regarding self managed super funds and managing debt. Christine was able to explain things to me in a clear way. Through Christine's knowledge and experience, I feel very confident that the advice given was right for my needs. It feels as though Christine is always available to discuss my needs and provide information when I need it. She is extremely personable, and dealing with her is always a pleasure.

5.00 February 2021

Christine is a very thorough and diligent financial planner. She has had the pulse on every aspect of our account relationship. Both Andrew and I benefit from her advice on self managed super funds, investments, insurance queries, medical setback requests, accessing super during Covid, property investment advice, tax referral and our small business venture. She is the key reason we do business with Nexia.

Adviser status Platinum
Rating 4.93
Number of reviews 10
First year providing advice 2013
Years of experience 10
Highest qualification
- Certified Financial Planner (CFP)
Language spoken
- English

Nexia Sydney Financial Solutions Pty Ltd

Level 16, 1 Market Street
Sydney, NSW 2000

9:00am – 5:00pm Monday – Wednesday, Friday
9:00pm – 5:00pm Thursday

Nexia Sydney Financial Solutions Pty Ltd

AFSL 247300

Christine Atencia

Nexia Sydney Financial Solutions Pty Ltd

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