Yihsing Koo

Yihsing Koo Email and Phone Number

Director and Senior Adviser at Intend Financial @ Intend Financial
Yihsing Koo's Location
Australia, Australia
Yihsing Koo's Contact Details

Yihsing Koo work email

Yihsing Koo personal email

n/a
About Yihsing Koo

Enriching lives through optimising financial wellbeing and promoting a mindset of abundance.Over the last two decades in the finance industry, I have had the privilege to work with individuals from all walks of life. This has shaped my appreciation for the difference that makes the difference in personal wealth and financial wellbeing. I have witnessed firsthand society’s aversion when it comes to all things finance, resulting in avoidance and worse, fear. The best strategies are pointless if all you do in life is scrimp, scrape and save. Sustainability is important and making sure you enjoy your wealth journey is key to getting there. My passion is to untangle the complex world of finance, simplify it, make it practical for everyday living and most importantly, relevant to each individual’s situation.

Yihsing Koo's Current Company Details
Intend Financial

Intend Financial

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Director and Senior Adviser at Intend Financial
Yihsing Koo Work Experience Details
  • Intend Financial
    Director And Senior Adviser
    Intend Financial Mar 2024 - Present
    Camberwell, Victoria, Australia
  • Oak Wealth Solutions Pty Ltd
    Principal And Financial Adviser
    Oak Wealth Solutions Pty Ltd Jul 2010 - Present
    Melbourne, Australia
  • National Australia Bank
    Senior Financial Planning Manager
    National Australia Bank Apr 2003 - Jun 2010
    Melbourne, Australia
  • National Australia Bank
    Financial Adviser, National Personal Client Services
    National Australia Bank Jul 2001 - Apr 2003
    Melbourne, Australia
  • National Australia Bank
    Senior Business Consultant Distribution, Global Wealth Management
    National Australia Bank Nov 2000 - Jul 2001
    Melbourne, Australia
  • National Australia Bank
    Project / Finance Manager, Distribution, Global Wealth Management
    National Australia Bank Jul 1999 - Oct 2000
  • National Australia Bank
    Management Consultant, Business Re-Engineering
    National Australia Bank Jun 1997 - Jun 1999
    Melbourne, Australia
  • Accenture
    Experienced Analyst – Process
    Accenture Sep 1996 - Jun 1997
    Melbourne, Australia
  • Ey
    Consultant - Information Systems Consulting
    Ey Feb 1995 - Aug 1996
    Melbourne, Australia
  • Ey
    Graduate Accountant
    Ey Jan 1994 - Jan 1995
    Melbourne, Australia

Yihsing Koo Skills

Estate Planning Investment Strategies Retirement Superannuation Wealth Accumulation Wealth Management Customer Service Portfolio Management Strategic Financial Planning Protection Planning/family Security Insurance Retirement Planning Investments Financial Modeling Succession Planning Income Protection Wealth Sales Life Insurance Financial Services Relationship Management Financial Risk Finance Financial Planning Business Relationship Management

Yihsing Koo Education Details

Frequently Asked Questions about Yihsing Koo

What company does Yihsing Koo work for?

Yihsing Koo works for Intend Financial

What is Yihsing Koo's role at the current company?

Yihsing Koo's current role is Director and Senior Adviser at Intend Financial.

What is Yihsing Koo's email address?

Yihsing Koo's email address is yi****@****.com.au

What schools did Yihsing Koo attend?

Yihsing Koo attended Certified Financial Planner (Cfp), Australian Graduate School Of Management, Monash University.

What skills is Yihsing Koo known for?

Yihsing Koo has skills like Estate Planning, Investment Strategies, Retirement, Superannuation, Wealth Accumulation, Wealth Management, Customer Service, Portfolio Management, Strategic Financial Planning, Protection Planning/family Security, Insurance, Retirement Planning.

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