Hwan San Koo

Hwan San is a Chartered Accountant. She holds a Master of Business Administration (Executive) from the Australian Graduate School of Management, a business school at the time of the University of Sydney and University of New South Wales, and a Bachelor of Accounting (Honours) from Monash University. Hwan San has substantial financial services industry experience gained with AXA Asia Pacific and National Australia Bank. She has spent much of her career managing financial performance in large and medium sized corporations including ExxonMobil and Yarra Valley Water. Hwan San is passionate about financial advice and wellbeing, having personally seen the impact effective planning can have on quality of life, family relationships and living a life on purpose. She completed her MBA final project on the issue of commissions and conflicted remuneration in the financial planning industry, inspiring her to establish her own financial planning practice bringing quality, conflict free advice to clients for more than a decade. Hwan San is excited about growing great businesses that support outstanding client outcomes.

In her spare time, you’ll most likely find her pondering about and espousing the importance of alignment of strategic elements in business.

MBA(Exec), BAcc(Hons), CA