Location
Setia Alam - Selangor
Firm
Harveston Financial Advisory Sdn Bhd
License number
eCMSRL/B7047/2016
Range of fee
from RM100 up to RM5,000
2018 was the 10th years Anniversary for me in Financial Service Industry. I completed the CFP Exam in 2013 with 1 Award of Excellence (Module 2: Risk Management & Insurance). Subsequently, obtained Full License from BNM & SC in 2016; and awarded for International Dragon Award (IDA) in 2017 & 2018.
The life is beautiful, I believe everyone should have a better life by having a proper financial planning for their family or themselves. A comprehensive plan might be a mega project, but we can start a single task with step by step. The first discussion will be free of charge, and the subsequent session will depend on the job scope needed.
General Accumulation / Emergency Money,Health Care, Estate Planning
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