Professional experience
Christine has a strong academic background, both graduate and post-graduate, in accountancy and financial planning. While her background has provided Christine with a strong analytical foundation, her key strength is translating detailed and often complex financial data into easy to understand concepts. She fundamentally believes that every client’s solution should be as unique and individual as they are. As a result, she provides personalised, holistic advice, ensuring her clients are well-informed and confident in their financial decisions.
Her 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.
Christine also specialises in providing advice to female and C-suite executives, as well as advice on ethical, sustainable and responsible investing – reflecting her belief in the importance of aligning financial strategies with personal values. Christine has over ten years of experience in financial services, developing client strategies and managing ongoing financial affairs. Prior to this, Christine worked in the Business Advisory division at Nexia Australia – Sydney Office, preparing financial statements and analysing results to assist with adviser’s identification of business needs.
Expertise
- Financial Planning
- Investment Planning
- Wealth Accumulation
- Insurance
- Superannuation Solutions
- Retirement Planning
- Debt structure and strategies
Qualifications
Certified Financial Planner (CFP)
Advanced Diploma of Financial Services (Financial Planning)
Bachelor of Business (Accounting)
Diploma of Finance and Mortgage Broking
