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Yihsing Koo

Yihsing Koo

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  • Timeline

  • About me

    Director and Senior Adviser at Intend Financial

  • Education

    • Certified Financial Planner (CFP)

      -
      Certified Financial Planner (CFP)

    • Monash University

      1990 - 1993
      Bachelor of Accounting

    • Australian Graduate School of Management

      -
      Executive Master in Business Administration (EMBA)

  • Experience

    • EY

      Jan 1994 - Aug 1996

      • Consultant - Information Systems Consulting

        Feb 1995 - Aug 1996

      • Graduate Accountant

        Jan 1994 - Jan 1995

    • Accenture

      Sept 1996 - Jun 1997
      Experienced Analyst – Process

    • National Australia Bank

      Jun 1997 - Jun 2010

      • 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

    • Oak Wealth Solutions Pty Ltd

      Jul 2010 - now
      Principal and Financial Adviser

    • Intend Financial

      Mar 2024 - now
      Director and Senior Adviser

  • Licenses & Certifications

    • Chartered Accountant

      Chartered Accountants Australia and New Zealand
      Jan 1997

    • Certified Financial Planner

      Financial Planning Association of Australia
      Jan 2004