Mr. Derick Tan

Co-Founder & CEO

CMSRL/B0409/2010 

HQ

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.ork

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WEALTH MANAGEMENT ADVISER

Harveston Capital Sdn. Bhd. 200901008690 (0851683-M)
is a holistic wealth management firm which owns Harveston Financial Advisory Sdn. Bhd. 200601021641 (741394-H) and Harveston Wealth Management Sdn. Bhd. 200901008686 (851678-A) 

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