Financial Adviser · HAWTHORN EAST, VIC

Yihsing Koo

25 Years experience
Tax advice
authorised
ASIC Registered · ADV 000364493

Yihsing Koo is a financial adviser based in Hawthorn East, Victoria, with 25 years of experience in the financial services industry. Yihsing is currently authorised under Consultum Financial Advisers Pty Ltd. Yihsing holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner (CFP) from Financial Planning Association (FPA). Yihsing is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1994
Bachelor of Accounting
Monash University
2002
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
2005
RG146 Margin Lending
MLC ThreeSixty
2011
RG146 Advanced Strategies for SMSFs
MLC ThreeSixty

Registration History

Jun 2021 - Present Current
GWM ADVISER SERVICES PTY LTD
Jul 2010 - May 2021 Ceased

Source: ASIC Financial Advisers Register