Christopher Oates
Financial Adviser in Deakin, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005641
- Location
- Deakin ACT 2600
- Licensee
- RSM Financial Services Australia Pty Ltd (AFSL 238282)
- Authorised since
- 4 December 2017
- First provided advice
- 2014
- Qualifications
- Bachelor of Commerce, University of Canberra (2011); Diploma of Financial Planning, St George Campus (2014); Certified Financial Planner, Financial Planning Association of Australia (2017); Life Risk Specialist, Financial Planning Association (2018); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Christopher Oates
Christopher Oates is a financial adviser in Deakin, Australian Capital Territory, listed on the Financial Advisers Register kept by ASIC under adviser number 001005641.
Advice is given under the Australian financial services licence of RSM Financial Services Australia Pty Ltd, licence number 238282. The current authorisation started on 4 December 2017.
According to the register, Christopher first provided financial advice in 2014. Qualifications and training on file include Bachelor of Commerce (University of Canberra, 2011), Diploma of Financial Planning (St George Campus, 2014) and Certified Financial Planner (Financial Planning Association of Australia, 2017). Christopher is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Christopher Oates a registered financial adviser?
Yes. Christopher Oates is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005641.
Which licensee does Christopher Oates work under?
RSM Financial Services Australia Pty Ltd, Australian financial services licence 238282.
What can Christopher Oates give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.