Financial Planner in Edenvale
About Us at Riley Financial Solutions - Financial Planner in Edenvale
Riley Financial Solutions, a Financial Planner in Edenvale, has a team dedicated to service excellence and provides individualized attention to their clients. We believe in open communication and a dynamic approach to problem solving. Through our customer relationship management system we are able to keep in touch with our clients at both an individual and corporate level.
Zoe Riley – Certified Financial Planner and Key Individual
Key Achievements:
- Top New Achiever for Discovery Health Marketing 1997
- Seal consultant at Discovery Health (2003/2004)
- STAR award recipient - internal award for Discovery staff
- Discovery - Top Corporate Business Consultant at Discovery Health (2004)
- Recognised as a Discovery Health Gold Prestige broker annually
- Achieved distinctions in the Regulatory Exams for Key Individual and Representative
- Former committee member on FPI Healthcare Committee (2014-2017)
Owner and Founder of Riley Financial Solutions
Zoe Riley is an accredited healthcare broker and certified financial planner with an Advanced Postgraduate Diploma in Financial Planning. She started Tailored Financial Solutions in 2010 which later became Riley Financial Solutions (Pty) Ltd.
“I am a CFP professional and a member of the FPI. I obtained my CFP designation in 2011 after I successfully completed the CFP exam. I am passionate about promoting and protecting the coveted CFP mark and hope other CFP practitioners are too.
I am passionate about parkruns, travel and our Labrador, Bella.”
- Post Graduate Diploma in Financial Planning (2001) - University of the Free State
- BComm degree (2001) - UNISA
- National Diploma in Human Resource Management (1995) Wits Technikon
Executive Business Consultant - Discovery Health
Zoe Riley is a qualified financial planner with 21 years’ experience in the healthcare environment. Her strength lies in her ability to sell the full suite of products and being able to offer services to both individual and corporate clients.
Zoe Riley is a committed, self-driven, goal orientated and ethical person that continually strives to make a difference to people by offering her unique skills that enables them to understand and make sound financial decisions particularly regarding the Discovery product range and navigate the financial planning environment.Zoe Riley is an accredited healthcare broker and certified financial planner with an Advanced Postgraduate Diploma in Financial Planning. She started Tailored Financial Solutions in 2010 which later became Riley Financial Solutions (Pty) Ltd.
“I am a CFP professional and a member of the FPI. I obtained my CFP designation in 2011 after I successfully completed the CFP exam. I am passionate about promoting and protecting the coveted CFP mark and hope other CFP practitioners are too.
I am passionate about parkruns, travel and our Labrador, Bella.”
Education:
- Advanced Post Graduate Diploma in Financial Planning Health Benefits (2002) - University of the Free State- Post Graduate Diploma in Financial Planning (2001) - University of the Free State
- BComm degree (2001) - UNISA
- National Diploma in Human Resource Management (1995) Wits Technikon
Previous Employment History:
Key Individual and Financial Planner at Wilson Healthcare ConsutingExecutive Business Consultant - Discovery Health
Certified Financial Planner with the FPI
Zoe Riley
Owner and founder of Riley Financial Solutions
Zoe Riley is a qualified financial planner with 16 years experience in the healthcare environment. Her strength lies in her ability to sell the full suite of products and being able to offer services to both individual and corporate clients.
Tina Hechter
Senior Marketing Associate
Tina has been Zoe’s right hand administrator for over 10 years. She currently processes all the New Business and helps with quotes and marketing. She also assists Zoe in preparing for the annual reviews. Tina has just passed her RE exams so she can become a representative of RFS.
Belinda Werth
Administration Assistant
Belinda has also been at RFS for almost 3 years. She focuses on all the administration regarding the existing Health membership client base. She conducts the courtesy calls, sends out campaigns and is passionate about assisting clients in resolving their escalated issues.