Yihsing Koo

Oak Wealth Solutions Pty Ltd

5.00
2 Reviews
Silver
21 Yrs Experience
Canterbury, VIC 3126

Recent reviews

Oak Wealth Solutions Pty Ltd

Suite G.01, 313 Canterbury Rd
Canterbury, VIC 3126

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

5.00
2 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

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5.00

"I always feel better after a meeting with Yihsing. I come out having a good understanding of where my finances are at and with a clear idea of what I should be doing to achieve my goals."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Yihsing has an incredible depth and breadth of knowledge from working in the financial planning industry for many, many years. He is friendly, attentive, and has excellent systems to make sure that your financial plan will be implemented. But above all, and this is probably the most important, is that Yihsing is one of the honest and upright people that I know. In a world where many advisors are thinking only about themselves, Yihsing has proven to myself and also other clients who I've recommended to him, that he puts his clients first, being one of the first advisors in the industry to rebate any commissions from financial products, and operating with full transparency. I wouldn't trust my financial future with anyone else."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Yihsing Koo profile photo

Yihsing Koo responded on April 2019

"Thanks very much for your kind words Eugene!"

Showing reviews 1—2 of 2

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2003

ASIC RG146 (Advanced Strategies for Self Managed Superannuation Funds)

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2005

ASIC RG146 (Margin Lending)

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2011

Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

Membership type
Associate

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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