Yihsing Koo Email and Phone Number
Yihsing Koo work email
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Yihsing Koo personal email
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.
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Director And Senior AdviserIntend Financial Mar 2024 - PresentCamberwell, Victoria, Australia -
Principal And Financial AdviserOak Wealth Solutions Pty Ltd Jul 2010 - PresentMelbourne, Australia
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Senior Financial Planning ManagerNational Australia Bank Apr 2003 - Jun 2010Melbourne, Australia -
Financial Adviser, National Personal Client ServicesNational Australia Bank Jul 2001 - Apr 2003Melbourne, Australia -
Senior Business Consultant Distribution, Global Wealth ManagementNational Australia Bank Nov 2000 - Jul 2001Melbourne, Australia -
Project / Finance Manager, Distribution, Global Wealth ManagementNational Australia Bank Jul 1999 - Oct 2000 -
Management Consultant, Business Re-EngineeringNational Australia Bank Jun 1997 - Jun 1999Melbourne, Australia -
Experienced Analyst – ProcessAccenture Sep 1996 - Jun 1997Melbourne, Australia -
Consultant - Information Systems ConsultingEy Feb 1995 - Aug 1996Melbourne, Australia -
Graduate AccountantEy Jan 1994 - Jan 1995Melbourne, Australia
Yihsing Koo Skills
Yihsing Koo Education Details
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Certified Financial Planner (Cfp)Certified Financial Planner (Cfp) -
Executive Master In Business Administration (Emba) -
Bachelor Of Accounting
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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