About Me

Yihsing is a Certified Financial Planner™ and a Chartered Accountant. He also holds a Master of Business Administration (Executive) from the Australian Graduate School of Management and a Bachelor of Accounting from Monash University. Yihsing has extensive finance and financial planning experience obtained over his 13-year tenure with National Australia Bank where he held the position of Senior Financial Planning Manager for 8 years prior to establishing OakWealth™. He is an Authorised Representative of Consultum Financial Advisers Pty Ltd. Earlier in his career, Yihsing earned his stripes with consulting house, Accenture and "Big Four" Chartered Accountant, Ernst & Young. These experiences now inform the growth of his business, OakWealth™, which has now merged with Intend Financial.

Areas of Focus

  • Aged care
  • Cashflow management
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 24 Years
  • Licensed By
    Licensed By Consultum Financial Advisers Pty Ltd
CERTIFIED FINANCIAL PLANNER®