Yihsing Koo
Financial Adviser in Hawthorn East, Victoria, Australia
Review Yihsing Koo
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000364493
- Location
- Hawthorn East VIC 3123
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 1 June 2021
- First provided advice
- 2001
- Qualifications
- Bachelor of Accounting, Monash University (1994); Certified Financial Planner (CFP), Financial Planning Association (FPA) (2002); RG146 Margin Lending, MLC ThreeSixty (2005); RG146 Advanced Strategies for SMSFs, MLC ThreeSixty (2011)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Yihsing Koo
On the Financial Advisers Register kept by ASIC, Yihsing Koo appears as a current financial adviser in Hawthorn East, Victoria, adviser number 000364493.
Advice is given under the Australian financial services licence of Consultum Financial Advisers Pty Ltd, licence number 230323. The current authorisation started on 1 June 2021.
According to the register, Yihsing first provided financial advice in 2001. The qualifications listed for Yihsing include Bachelor of Accounting (Monash University, 1994), Certified Financial Planner (CFP) (Financial Planning Association (FPA), 2002) and RG146 Margin Lending (MLC ThreeSixty, 2005). Yihsing is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Yihsing Koo here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Yihsing Koo a registered financial adviser?
Yes. Yihsing Koo is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000364493.
Which licensee does Yihsing Koo work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Yihsing Koo give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.