Christine Atencia

Nexia Sydney Financial Solutions Pty Ltd

Gold
9 Yrs Experience
Sydney, NSW 2000
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.

Expertise

  • 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

My fees

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

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.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 8
  • First year providing advice 2013
  • Years of experience 9
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Nexia Sydney Financial Solutions Pty Ltd

Level 16, 1 Market Street
Sydney, NSW 2000

Opening hours

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

Licensed by

Nexia Sydney Financial Solutions Pty Ltd

AFSL 247300

4.90
8 Reviews
5
4
3
2
1
5.00
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—8 of 8

Sort by

4.75

"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."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Financial Hardship
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Christine has given me advice in areas including family financial planning and wealth accumulation advices. Christine was usually able to explain things to me in a clear manner. Through Christine's knowledge and experience, I feel confident that the advice given was right for my needs. Christine always provided full care and attention when I needed it"

  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Christine is always prompt in dealing with finance inquiries and dealing with any changes. Her advice is clear and she answers any questions clearly. I find Christine very approachable and have valued her advice and opinions in the time she has been our financial adviser."

  • Superannuation
  • Retirement & Pension
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Christine always has her client's best interests at heart. She is smart and passionate about what she does. She good at explaining complex concepts, very responsive and patient. I run a business which is all about building trusted relationships with clients, Christine is the same. I'd definitely recommend her."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Christine has given me priceless advice on mine and my husbands self managed super fund, investments, insurances and protection. Christine always shares new and up to date information which educates my husband and I to make informed decisions about our finances. Christine takes great care in explaining issues that might be new to us and if we require information that doesn't sit within her remit she will always find a colleague for us to speak to. She is organised, reliable and trustworthy. My husband and I have always received Christine's full attention when ever we have needed it. I am extremely confident in her advice that i have recommended her to family and friends."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"It's been some years of partnering with Nexia and especially Christine. From day one I knew I've met someone I can trust. Christine's attitude towards customers is simply exemplary and her knowledge and attention to details is second to none. Christine has given me guidance in many areas including self managed super fund and her advice was always best suited to our financial needs."

  • Insurance Protection
  • Self Managed SuperFunds
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

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

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

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2008

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Bachelor of Business (Accounting)

Level
7 - Bachelor Degree
Institution
Western Sydney University (WSU)
Completed
2008

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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