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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™.