Harveston Financial Group
Daniel Lim, FCCA, RFP, currently serves as an Approved Financial Adviser at Harveston Financial Group since March 2019. Previously, Daniel held the position of Manager at Manulife from September 2012 to September 2019, where responsibilities included preparing Management Reports for Regional Controllers and budgeting tasks. Between 2007 and September 2012, Daniel worked at UOB, where duties as Manager involved preparing executive management reports and reviewing financial data of group companies. Daniel's career also includes experience as a Senior Associate at BDO Malaysia, focusing on audit planning and management, and as an Accounts Associate at Shell, where significant contributions included a secondment to the UAE to oversee accounting processes. Daniel holds a Registered Financial Planner degree from the Malaysia Financial Planning Council and is a member of ACCA.
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Harveston Financial Group
Approved Financial Adviser By Bank Negara Malaysia Capital Market Services License By Securities Commission Malaysia Corporate Unit Trust Adviser(CUTA) & Corporate PRS Adviser(CPRA) By Federation of Investment Managers Malaysia Established in 2009, Harveston Financial Group is a Malaysian integrated wealth management firm that focus on individual, family and business. With emerging and fast growing in wealth management needs, we have structured continuous development in our adviser’s professionalism and integrity to serve our client. Thus, we aspire to be preferred wealth management adviser. We truly understand our client’s wealth management needs and we are committed to provide desired financial solutions at their different stage of life to achieve their life goals. We further strive to provide an outstanding career for our adviser to grow this profession in this industry.