Who We Are

Who We Are

Your Preferred Wealth Management Adviser

License to Consult
At Harveston, we ensure that all our Financial Advisers are accredited and approved by the relevant governing bodies to give you, our clients, a peace of mind.

The House of Harveston is comprised of:

  • Approved Financial Advisers By Bank Negara Malaysia
  • Capital Market Services Licensed By Securities Commission Malaysia
  • Corporate Unit Trust Advisers (CUTA) & Corporate PRS Advisers (CPRA) By Federation of Investment Managers Malaysia

House of Harveston
Established since 2009, Harveston Capital Sdn Bhd is a holistic wealth management firm which owns Harveston Financial Advisory Sdn Bhd and Harveston Wealth Management Sdn Bhd. Both companies are approved by Bank Negara and Securities Commission Malaysia respectively.Over the past 15 years, we have provided wealth management services to individuals, families, and businesses. We continue to help clients achieve their life goals by providing independent, customised and integrated wealth management solutions, making us the preferred wealth management advisers for our clients.

Our Vision

To be the Preferred Wealth Management Adviser

Our Mission

To provide the most desirable solutions to meet our client's expectations and outstanding career opportunities to our advisers.

Financial Analysis

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Financial Analysis

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Our Team

Management Team

Who We Are

Your Preferred Wealth Management Adviser

License to Consult
At Harveston, we ensure that all our Financial Advisers are accredited and approved by the relevant governing bodies to give you, our clients, a peace of mind.

The House of Harveston is comprised of:

  • Approved Financial Advisers By Bank Negara Malaysia
  • Capital Market Services Licensed By Securities Commission Malaysia
  • Corporate Unit Trust Advisers (CUTA) & Corporate PRS Advisers (CPRA) By Federation of Investment Managers Malaysia

House of Harveston
Established in 2009, Harveston Financial Group is a Malaysian integrated wealth management firm that focuses on individual, family and business clients.

With emerging and fast growing wealth management needs, we have structured continuous development in our adviser’s professionalism and integrity to serve our clients. Thus, we aspire to be the preferred wealth management advisers.

We truly understand our clients’ wealth management needs and we are committed to provide desired financial solutions at different stages of life to achieve their life goals. We further strive to provide outstanding careers for our advisers to grow this profession in this industry.

Mr. Derick Tan

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

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 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

Mr. 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.

Our Success

Achievements

Our Expertise & Skills to All Business

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95%
Investment
80%
Projects

Our Expertise & Skills to All Business

when an unknown printer took a galley of type and scrambled make a type specimen book.

90%
Projects
80%
Investment
shape
shape

Our Team Member

Our Expertise Will Help You

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It has survived not only five centuries.

Yee Wai Yoong

Sungai Buloh Approved Financial Adviser

Yoon Siew Yin

Glenmarie Approved Financial Adviser

Yoon Chiew Keong

Glenmarie Approved Financial Adviser