Graham Oates
Financial Adviser
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About
Graham Oates is an ASIC-registered financial adviser based in Bunbury, WA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Commerce Accounting from Curtin University of Technology (1997) and ongoing commitment to ethical practices demonstrated by completing Ethics and Professionalism in Financial Advice at Kaplan (2019), Graham brings a wealth of knowledge and integrity to his practice. As a proud member of the SMSF Association, Graham possesses specialized knowledge in self-managed superannuation funds, alongside expertise in a broad range of financial products. He is authorized to provide advice on superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, and derivatives. This extensive authorization allows him to create holistic financial strategies that address diverse client needs. Graham's key services include: • Superannuation advice to optimize retirement savings • Insurance solutions for comprehensive protection • Wealth management strategies for long-term growth • Investment advice tailored to individual risk profiles Whether you are planning for retirement, seeking to grow your wealth, or need expert advice on self-managed super funds, Graham can provide the guidance you need. Contact Graham today to schedule a consultation and take the first step towards securing your financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Graham Oates offer?
Graham Oates offers advice on superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, and derivatives.
What are Graham Oates' qualifications?
Graham Oates holds a Bachelor of Commerce Accounting from Curtin University of Technology and has completed Ethics and Professionalism in Financial Advice at Kaplan.
How can Graham Oates help me with my superannuation?
Graham Oates can provide expert advice on optimizing your superannuation, including self-managed super funds (SMSFs), to help you achieve your retirement goals.
What should I expect during my first meeting with Graham?
During your first meeting, Graham will take the time to understand your financial situation, goals, and risk tolerance. He will then develop a personalized financial plan tailored to your specific needs.
Is Graham Oates a member of any professional associations?
Yes, Graham Oates is a member of the SMSF Association, demonstrating his commitment to excellence in self-managed superannuation fund advice.
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