Phang Kar Yew
Harveston Wealth Management Sdn Bhd
D-9-02, Capital 4, Oasis Square,
No 2, Jalan PJU 1A/7A,
Ara Damansara,
47301 Petaling Jaya, Selangor.
603-20356998
603-78917998

Credentials : CA(M), CPA(Aust.), Shariah RFP, CFP CERT TM
Executive Director, Co-Founder of Harveston Group

Mr. Phang currently is the Executive Director cum Head of Investment Services of Harveston Wealth Management Sdn Bhd and Harveston Financial Advisory Sdn Bhd and he is currently managing an IFA- Independent Distribution Advisers distribution channels in Malaysia. He is also the Principal Holder of Securities Commission Malaysia Capital Market Service Licensed Representative and Bank Negara Malaysia Licensed Financial Adviser.
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An accountant by profession, he is a member of the Australian Certified Public Accountants (CPA) and also a Chartered Accountant of Malaysia under member of Malaysian Institute of Accountants (MIA). Mr. Phang has subsequently obtained various professional qualifications in financial planning including Certified Financial Planner (CFP), Registered Financial Planner (RFP). He also the ex-Vice President of the Malaysian Financial Council and Vice President of Branding Association of Malaysia.

Mr. Phang began his career with Coopers and Lybrand in Corporate Assurance before moving on to ABN-AMRO Bank Bhd as the Corporate Banking Services. He regularly addresses various issues relating to wealth management and practice management in public seminars and in articles which are published in various financial journals and local newspapers.

Corporate Services
  • Business advisory services
  • Corporate Executive Benefits
  • Profit Protection Planning
  • Asset Protection Planning
  • Business Succession Planning

Family/Personal Wealth Management
  • Cash Flow Management
  • Debt Management
  • Education Planning
  • Financial Needs Analysis
  • Tax Planning
  • Estate Planning
  • Risk Management
  • Islamic Estate Planning
  • Family Wealth & Business Succession Planning

Financial Planners Development Program
  • Personal Mastery Program
  • Personal Financial Planning Application Program
  • Financial Planners Mentoring Program
  • Financial Planners Internship Program

Expertise
  • Corporate Marketing of Financial Services
  • Personal and Business Risk Management
  • Corporate Employee Benefits
  • Nurturing and grooming financial planners