Yihsing Koo

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Yihsing Koo

CERTIFIED FINANCIAL PLANNER® CA MBA (Exec) BAcc

Authorised Representative

Co-Founder, Principal & Senior Adviser

Yihsing has extensive finance and financial planning experience secured over two decades, through some of the most turbulent years in the global financial markets and a defining period in the Australian financial services industry. Over this time, Yihsing has ably steered hundreds of clients, keeping clients safe and secure on their wealth journey. Knowing when to be bold and when to exercise the hand of caution - it is the depth of expertise that informs and optimises client outcomes.

 

In 2010, Yihsing welcomed his first clients to OakWealth™, providing a professional financial advisory experience built on the foundation of technical excellence, service, quality advice, responsiveness and communication.

 

Yihsing lives by the principle that sustainability is key to growing wealth. Wealth that is sustainable, like all good things, takes time but with good planning, will endure for generations to come. Yihsing also passionately believes that making sure you enjoy your wealth journey is a big part of getting there. This is the "difference that makes the difference" for OakWealth™ clients.

Yihsing is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Accountant. He holds a Master of Business Administration (Executive) from the Australian Graduate School of Management, business school of the University of Sydney and University of New South Wales and a Bachelor of Accounting from Monash University.

 

Earlier in his career, Yihsing earned his stripes at large corporates including National Australia Bank, consulting house, Accenture and “Big Four” Chartered Accountant, Ernst & Young.

 
Hwan San Koo

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Hwan San Koo  

CA MBA (Exec) BAcc (Hons)

Co-Founder & 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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