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Hwan San Koo  

CA MBA (Exec) BAcc (Hons)

General Manager, Corporate

Hwan San is a Chartered Accountant. She holds a Master of Business Administration (Executive) from the Australian Graduate School of Management and a Bachelor of Accounting (Honours) from Monash University.

Hwan San has substantial financial services industry experience gained with AXA Asia Pacific and National Australia Bank. She has spent much of her career managing financial performance in large corporations and is now excited about transferring this knowhow to helping individuals and small businesses develop rigour around their personal financial management. Hwan San completed her MBA final project on the issues with commissions and conflicted remuneration in the financial planning industry. Hwan San is passionate about financial advice and wellbeing, having personally seen the impact effective planning can have on quality of life and family relationships.

 

Drawing on her experience at these companies, corporate giants such as Exxon-Mobil and cultural successes like Yarra Valley Water, she now builds and grows OakWealth.

CONTACT US

Head Office: Suite G.01

313 Canterbury Road

Canterbury  VIC  3126

By appointment, we can also meet with you via virtual options like Skype or GoToMeeting, or in person at locations in the Melbourne CBD, Mount Waverley and Southbank. 

(03) 9882 8288 | info@oakwealth.com.au

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OakWealth is an FPA Professional Practice. Oak Wealth Solutions Pty Ltd is an Authorised Representative of GWM Adviser Services Ltd (AFSL 230692)

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Copyright © 2018 Oak Wealth Solutions Pty Ltd.  All rights reserved.  Yihsing Koo, Oak Wealth Solutions Pty Ltd (ACN: 143 070 946) ATF Oak Wealth Solutions Unit Trust (ABN: 657 966 722 37) and Oak Wealth Planning Pty Ltd (ACN: 158 930 422) ATF Oak Wealth Planning Unit Trust (ABN: 97 916 959 977) are Authorised Representatives of GWM Adviser Services Ltd (ABN: 96 002 071 749), Australian Financial Services Licensee, 105 - 153 Miller Street, North Sydney NSW 2060.

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