AeroLeads people directory · profile
Yihsing Koo Email & Phone Number
Senior Financial Planner
at
Intend Financial
1 work email found
@oakwealth.com.au
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Who is Yihsing Koo? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Yihsing Koo is listed as Senior Financial Planner at Intend Financial, based in Australia. AeroLeads shows a work email signal at oakwealth.com.au and a matched LinkedIn profile for Yihsing Koo.
Yihsing Koo previously worked as Director and Senior Adviser at Intend Financial and Principal and Financial Adviser at Oak Wealth Solutions Pty Ltd. Yihsing Koo holds Certified Financial Planner (Cfp) from Certified Financial Planner (Cfp).
Company email context
Email format at Intend Financial
This section adds company-level context without repeating Yihsing Koo's masked contact details.
{first}.{last}@oakwealth.com.au
86% confidence
AeroLeads found 1 current-domain work email signal for Yihsing Koo. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Estate Planning, Investment Strategies, Retirement, Superannuation, and 21 others.
Current workplace
Yihsing Koo's current company
Company context helps verify the profile and gives searchers a useful next step.
Intend Financial
Website
AeroLeads page
11 roles
Yihsing Koo work experience
A career timeline built from the work history available for this profile.
Director And Senior Adviser
Principal And Financial Adviser
Oak Wealth Solutions Pty Ltd
Senior Financial Planning Manager
Apr 2003 - Jun 2010
Financial Adviser, National Personal Client Services
Jul 2001 - Apr 2003
Senior Business Consultant Distribution, Global Wealth Management
Nov 2000 - Jul 2001
Project / Finance Manager, Distribution, Global Wealth Management
Jul 1999 - Oct 2000
Management Consultant, Business Re-Engineering
Jun 1997 - Jun 1999
Experienced Analyst – Process
Sep 1996 - Jun 1997
Consultant - Information Systems Consulting
Feb 1995 - Aug 1996
Graduate Accountant
Jan 1994 - Jan 1995
3 education records
Yihsing Koo education
Certified Financial Planner (Cfp)
Certified Financial Planner (Cfp)
Executive Master In Business Administration (Emba)
Bachelor Of Accounting
FAQ
Frequently asked questions about Yihsing Koo
Quick answers generated from the profile data available on this page.
What company does Yihsing Koo work for?
Yihsing Koo works for Intend Financial.
What is Yihsing Koo's role at Intend Financial?
Yihsing Koo is listed as Senior Financial Planner at Intend Financial.
What is Yihsing Koo's email address?
AeroLeads has found 1 work email signal at @oakwealth.com.au for Yihsing Koo at Intend Financial.
Where is Yihsing Koo based?
Yihsing Koo is based in Australia while working with Intend Financial.
What companies has Yihsing Koo worked for?
Yihsing Koo has worked for Intend Financial, Oak Wealth Solutions Pty Ltd, National Australia Bank, Accenture, and Ey.
How can I contact Yihsing Koo?
You can use AeroLeads to view verified contact signals for Yihsing Koo at Intend Financial, including work email, phone, and LinkedIn data when available.
What schools did Yihsing Koo attend?
Yihsing Koo holds Certified Financial Planner (Cfp) from Certified Financial Planner (Cfp).
What skills is Yihsing Koo known for?
Yihsing Koo is listed with skills including Estate Planning, Investment Strategies, Retirement, Superannuation, Wealth Accumulation, Wealth Management, Customer Service, and Portfolio Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial