Safeguarding the future conference - Canberra, 23-24 May 2024

Registrations close at 5:00 pm AEST on Thursday, 16 May

Chris Oates

Chris Oates will be presenting at the Safeguarding the Future conference. His presentation is called Planning Future Finances.

Portrait of 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 will highlight 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 will explain what to do to make sure your kids have enough before you – their parents – pass away. He’ll explain

  • 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 will shift to the time after your demise and what you can do now to ensure your children are well provided for. He’ll explain

  • 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.

About this session

  • Chris will be speaking at 3:15 pm on Friday, 24 May in the main conference room
  • The conference runs from 9:00 am to 5:00 pm AEST on Thursday-Friday, 23-24 May 2024

Register to attend the conference and/or the pre-conference webinars

Learn about the other conference speakers and their presentations

Pre-conference webinars

Main conference

About the Safeguarding the Future conference

  • Thursday-Friday, 23-24 May 2024
  • 9:00 am – 5:00 pm both days
  • Hotel Realm in Canberra
  • Optional networking event on Thursday evening
  • Three pre-conference webinars included in the main conference ticket
  • Pre-conference webinar-only tickets are also available if you can’t attend the main event
  • Flexible pricing is available for people with disability and their families from $0.00 to $225.00
  • People with disability, their families, friends, and allies, support workers, education professionals, health professionals, and everyone interested in safeguarding the future of people with disability are welcome to attend.
  • Registrations close at 5:00 pm AEST on Thursday, 16 May

Register to attend the conference and/or the pre-conference webinars

Safeguarding the future conference

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