Meet the team

Yihsing Koo

Principal Adviser – CFP®
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Location

Hawthorn East

Qualifications

CFP®
CA, MBA(Exec)
BAcc

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About

Yihsing has more than two decades of financial planning and finance experience, guiding clients through some of the most challenging periods in global markets and the Australian financial services industry. He is known for his ability to balance boldness with caution, drawing on deep expertise to support clients in building wealth that lasts.

In 2010, he established his own advisory firm, OakWealth™, founded on technical excellence, quality advice and strong client relationships. Joining the Intend team marks an exciting new chapter, offering expanded resources and reach for his clients.

Yihsing believes wealth should be sustainable and enjoyable – built thoughtfully over time, with careful planning and a sense of purpose. Away from work, he is driven by that same principle: enjoying the journey is part of getting there.

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