Chris Oates

Chris Oates BCom DFP CFP LRS is a Senior Financial Adviser at RSM Financial Services Australia. He has extensive experience providing advice to individuals and families at all stages of life. Chris prides himself on his ability to build long-lasting relationships and deliver personalised, professional services that simplify the financial complexities of life.

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

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

Planning future finances

In his presentation, Chris Oates highlighted what families should consider when ensuring their children have enough money before and after the parents pass away.

In the first part of the session, Chris explained what to do to make sure your kids have enough before you – their parents – pass away. He discussed

• which of your assets form part of the estate and can be passed on to your kids
• ways to build up wealth over time
• what you can do if there is a gap between what you have and what they need
• whether you need Life Insurance.

Next, Chris’s focus shifted to the time after your demise and what you can do now to ensure your children are well provided for. He explained

• how different types of assets can be passed on to your kids
• how your kids can use your assets and money to produce a benefit in the long term
• what investment options are available
• investment risk and why it matters.

Learn about the other conference speakers and their presentations

Pre-conference webinars

• Webinar 1 – Decision-making in everyday life – Janet Klees
• Webinar 2 – Medical safeguarding – Jo Massarelli and Cathy Ludlum
• Webinar 3 – Now is the time for vision – Darcy Elks

Main conference

• Never too late to get a life – Cathy McMahon and Josey McMahon
• The secrets of fabulous skin self-direction – Margaret Ward
• What happens when I cark it? – Linda Hughes
• Planning ahead: Safeguarding decision-making – Helen Connolly
• The importance of trust and relationship in supported decision-making – Kim Roots
• Dream big! – Laura Esplin and Bernadette Esplin
• Building bridges to neighbourhood – Sarah Faulkner
• Safeguarding a Micro Enterprise for the future – Helen Neale
• Finding and safeguarding a job – Jan Kruger
• What’s the plan? Estate planning consideration for parents and carers – Stacey Bell
• Passing on the “How”: A sibling’s journey – Rebecca Altaffer
• It’s a long game: Planning for a great future for Valen in a constantly changing world – Ann Greer, Valen Litster, and Sally Aubrey
• How to set your Executor up for success – Stacey Bell
• Safeguarding the future: A sibling’s perspective – Libby Ellis
• Dispelling myths about the Disability Support Pension, Rent Assistance, and employment income – Paul Kruger
• Your money, your future – Carolina Albornoz
• Helping relationships flourish – Tim Bavinton
• Who is the person behind the behaviour, and what do they need? – Kane Morgan
• Safeguarding Isaac’s good life through a Service for One – Sheree Henley
• Emma Davidson MLA
• Planning future finances – Chris Oates
• Crafting and safeguarding a meaningful week for Cameron – Karen Caldwell, Cameron Zellner, and Markus Zellner