Chris Oates

Financial Adviser - Canberra

Areas of focus

Job title

Financial Adviser

Office Location

Chris is a Certified Financial Planner^® with significant experience providing advice on superannuation, managed investments, and retirement income streams.

Chris brings his extensive knowledge base and technical expertise from many years in the finance industry to develop comprehensive solutions for individual, corporate and government clients.

With a strong background generating financial strategies for both public and private sector clients, Chris prides himself on his ability to build long-lasting relationships and deliver personalised, professional services that simplify the financial complexities of life.

His deep knowledge of Commonwealth-defined benefit superannuation schemes has helped enhance the lives of many public sector employees and their families, allowing them to achieve the best possible outcomes and giving them the freedom to enjoy the things they care about most.

"We are all experts at different things. My motto is letting people do what they are good at and enjoy, then I take care of simplifying their financial lives."

Chris’ ethical and educational approach to financial management focuses on building the knowledge and understanding of his clients so they are empowered to make sound financial choices. Whether there are important financial decisions to be made or people are simply working to achieve a lifestyle goal, Chris specialises in tailoring investment solutions that ensure his clients are best placed to make the most of the future.

He has the ability to take a complex situation and break it down and make it seem simple while focusing on a clear outcome for the future.

Outside of work, you can find Chris cheering on a number of sports teams. He also enjoys playing golf whenever he can and traveling the world to try new cuisines.

RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 AFS Licence No 238282

SOLUTIONS CHRIS PROVIDES

SIGNIFICANT PROJECTS

Chris has helped clients with defined benefit superannuation funds that have exceeded superannuation balance limits but still need to be able to contribute to their funds to ensure they maximise their retirement benefits.
Chris has assisted his clients with many complex financial strategies and concepts and helped to make them as simple as possible for them to understand and implement.