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Hwan San Koo

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Hwan San Koo  

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CA MBA (Exec) BAcc (Hons)

General Manager, Corporate

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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.

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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: 

T 111

793 Burke Road

Camberwell  VIC  3124

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

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

MEMBERSHIPS

OakWealth is an FPA Professional Practice. Oak Wealth Solutions Pty Ltd is an Authorised Representative of Consultum Financial Advisers Pty Ltd (AFSL 230323)

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THE BLOG

ARE YOU READY TO START?

Family

Ready to start your journey to
wealth and abundance? 

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Contact us to book your
complimentary consultation.

Copyright © 2021 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) are Authorised Representatives of Consultum Financial Advisers Pty Ltd (ABN: 65 006 373 995), AFSL number 230323, an Australian Financial Services Licensee, with offices at Level 6, 161 Collins Street, Melbourne VIC 3000. 

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