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Contact Us: +6010 209 3299     Email: enquiry@harveston.com.my

Three Directors

 

Mr. Derick Tan
RFP, FChFP, ChLP, Shariah RFP
Group Chief Executive Officer & Director
Co-Founder of Harveston Financial Group

Derick Tan 200

Derick is a Registered Financial Planner (RFP), a Chartered Financial Practitioner (FChFP), and a Chartered Life Practitioner (ChLP). He is currently managing the entire Harveston Financial Group.

He is also licensed by the Securities Commission Malaysia as a Capital Markets Services Representative and by Bank Negara Malaysia as a Financial Adviser’s Representative.

He has had over 25 years’ experience in the areas of Corporate Wealth Management, Financial Planning, Human Development and Performance Management. Derick regularly conducts Financial Planning & Investment-related training programme and has successfully groomed many associates into professional Financial Advisers.

Besides that, he frequently speaks at public & financial industry seminars addressing the various issues related to financial planning and writes articles on financial planning in the newspapers and financial journals.

Currently, he is President of the Association of Financial Advisers Malaysia(AFA). He was 1 of co-founding committee AFA & actively involve in the development of local FA industry.

 

Mr. Phang Kar Yew
CA(M), CPA(Aust.)RFP, Shariah RFP, CFP
Group Executive Director
Head of Investment Services
Co-Founder Harveston Financial Group

Phang Kar Yew 200Phang holds the following prestigious professional qualifications in financial planning: Certified Financial Planner (CFP), Chartered Life Practitioner (ChLP), Chartered Financial Practitioner (ChFP) and Registered Financial Planner (RFP) and Shariah RFP. He is currently co-managing the entire Harveston Financial Group.

He is also licensed by the Securities Commission Malaysia as a Capital Markets Services Representative and by Bank Negara Malaysia as a Financial Adviser’s Representative.

Phang is actively involved in the development of the financial planning industry as Vice President of the Malaysian Financial Planning Council’s National Council cum key committee in the FA/FP practise development which works towards spearheading the development of the financial services industry.

An accountant by training, Phang is a member of the Certified Public Accountants Australia (CPA) and the Malaysian Institute of Accountants (MIA). Phang began his career with Coopers and Lybrand before moving on to ABN-AMRO Bank Bhd. He regularly addressing various issues relating to financial planning in various public seminars, electronic medias and articles for financial journals and local newspapers.

 

Mr. Dennis Chin
CFP, Shariah RFP, ACMA, CGMA, AEPP
Director

Dennis Chin 200Mr. Chin currently is Director cum Head of Business Development of Harveston Financial Advisory Sdn Bhd and Harveston Wealth Management Sdn Bhd. He is also holding Financial Adviser Representative licensed by Bank Negara and Capital Market Service Representative licensed by Securities Commission.
 
An accountant by profession, he is a member of the Chartered Institute of Management Accountants since 1998. Mr. Chin has subsequently obtained the prestigious professional qualifications in financial planning; Certified Financial Planner (CFP) since 2002 and continues his professional development by obtaining Shariah Registered Financial Planner in 2012. He is also an Associate Estate Planning Practitioner.
 
Before embarking on the financial planning industry more than for 18 years, Mr. Chin was pursuing his career in several multinational companies as management accountant. His has vast experience in the area of management accounting and management reporting in the business nature of engineering & manufacturing.

In the financial services industry, he is providing financial advice to personal, family and business in the areas of risk management, investment management, estate planning and business advisory. In his SME business owner client, he specialized in financial advisory such as key management program, employee retirement & retention program, business continuation planning as well as SME business owner’s family wealth planning.