Name | Yihsing Koo CFP® |
Company | Oak Wealth Solutions Pty Ltd |
Address | T111 793 Burke Road Camberwell, VIC 3124 |
Phone | (03) 9882 8288 |
Yihsing is a Certified Financial Planner™ and a Chartered Accountant. He also holds a Master of Business Administration (Executive) from the Australian Graduate School of Management and a Bachelor of Accounting from Monash University. Yihsing has extensive finance and financial planning experience obtained over his 13-year tenure with National Australia Bank where he held the position of Senior Financial Planning Manager for 8 years prior to establishing OakWealth™. He is an Authorised Representative of Consultum Financial Advisers Pty Ltd. Earlier in his career, Yihsing earned his stripes with consulting house, Accenture and "Big Four" Chartered Accountant, Ernst & Young. These experiences now inform the growth of his business, OakWealth™.