Approved Financial Adviser By Bank Negara Malaysia
Capital Market Services License By Securities Commission Malaysia
Corporate Unit Trust Adviser (CUTA) & Corporate PRS Adviser (CPRA)
Established since 2009, Harveston Financial Group is a Malaysian integrated wealth management firm that focus on individual, family and business wealth management services.
With emerging and fast growing needs in wealth management, we have structured continuous development in our advisers’ professionalism and integrity to serve our clients. Thus, we aspire to be the preferred wealth management adviser.
We truly understand our clients’ wealth management needs and committed to provide desired financial solutions at different stages of life to achieve their life goals. We further strive to provide an outstanding career for our advisers to grow their profession in this industry.
Regulated Activity :
*Life and Medical Protection Planning
*Asset Protection Planning
*Business Continuation Planning
*Business Succession Planning
*Corporate Wealth Management Services
Contact Person :
Mr. Phang Kar Yew (Co-Founder Harveston Financial Group)