Financial Adviser · DEAKIN, ACT

Christopher Oates

12 Years experience

Tax advice
authorised

Currently at

Rsm Financial Services Australia Pty Ltd

Perth, WA

View firm profile

ASIC Registered · ADV 001005641

Christopher Oates is a financial adviser based in Deakin, Australian Capital Territory, with 12 years of experience in the financial services industry. Christopher is currently authorised under Rsm Financial Services Australia Pty Ltd. Christopher holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Christopher is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2011

Bachelor of Commerce

University of Canberra

2014

Diploma of Financial Planning

TAFE NSW - St George Campus

2017

Certified Financial Planner

Financial Planning Association of Australia

2018

Life Risk Specialist

Financial Planning Association

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Rsm Financial Services Australia Pty Ltd

Dec 2017 - Present Current

Aware Financial Services Australia Limited

Apr 2013 - Dec 2017 Ceased

Source: ASIC Financial Advisers Register