Christine Atencia
Kaplan Professional
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Christine Atencia is a highly experienced financial adviser with 17.9 years of work experience. Based in Sydney, Australia, she specializes in investments, retirement planning, estate planning, and financial advisory. Christine is known for providing holistic and comprehensive advice to clients, focusing on generating wealth and building a legacy for their children. She is also skilled in empowering women to take control of their finances and ethical investments. With a strong analytical foundation, Christine is dedicated to translating detailed financial data into easy-to-understand concepts. She is a CERTIFIED FINANCIAL PLANNER professional, an authorised representative of Nexia Sydney Financial Solutions, and an Associate Director at Nexia Sydney.
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I am a financial adviser at Nexia Australia, Sydney office. I partner with time-poor professionals, executives, 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, an authorised representative of Nexia Sydney Financial Solutions, and an Associate Director at Nexia Sydney. I'm proud to work within a firm that operates on a fee-for-service basis, so as to ensure that any advice I provide to my clients, is only based on their goals and objectives, and in their best interests. Websites: https://www.nexia.com.au/our-team/christine-atencia https://www.adviserratings.com.au/adviser/467825/Christine-Atencia
...See MoreWork Experience
Wealth Adviser | Senior Financial Adviser | CFP® | Associate Director
Business Services Accountant
Christine Atencia's Professional Milestones
- Business Services Accountant (2008-01-01~2010-01-01): Provided accurate financial data and guidance, enhancing communication for business staff and revenue growth.
- Senior Financial Advisor (2010-01-01~): Forged comprehensive financial decision-making, increasing client financial stability and savings.
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High Net Worth Individuals
Investment Management
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Christine Atencia works for Nexia Sydney
Christine Atencia's role in Nexia Sydney is Wealth Adviser | Senior Financial Adviser | CFP® | Associate Director
Christine Atencia's colleagues are Catina Paino,Caroline Highland,Neil Irving
Christine Atencia's latest job experience is Wealth Adviser | Senior Financial Adviser | CFP® | Associate Director at Nexia Sydney
Christine Atencia's latest education in Kaplan Professional