Riana van Eeden

Sr. Paraplanner at Efficient Group Ltd
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Pretoria, Gauteng, South Africa, ZA
Languages
  • Afrikaans -
  • English -

Topline Score

Bio

Generated by
Topline AI

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.
You need to have a working account to view this content. Click here to join now

Credentials

  • Higher Certificate in Financial Planning (with Distinction)
    Milpark Business School
    Nov, 2015
    - Sep, 2024
  • Regulatory Exam: Representatives (RE5)
    Financial Services Board
    Jun, 2015
    - Sep, 2024

Experience

  • Efficient Group Ltd
    • South Africa
    • Financial Services
    • 100 - 200 Employee
    • Sr. Paraplanner
      • Aug 2018 - Present

    • Registered Financial Advisor at Efficient Wealth
      • Jun 2013 - Present

      Comprehensive financial planning to corporate and individual clients

  • Efficient Advise
    • 1 - 100 Employee
    • Employee Benefits Office Manager
      • Jan 2013 - Feb 2017

      Administration of Employee Benefits, including Pension/Provident Funds and Medical Schemes Administration of Employee Benefits, including Pension/Provident Funds and Medical Schemes

  • Colleen Powell & Associates
    • Office Manager/Broker's Assistant
      • Jul 2006 - Dec 2012

      Administration of Employee Benefits, including Pension/Provident Funds and Medical Schemes Administration of Employee Benefits, including Pension/Provident Funds and Medical Schemes

Education

  • Milpark Business School
    Advanced Certificate in Financial Planning
    2016 - 2017
  • University of South Africa/Universiteit van Suid-Afrika
    IISA Introductory Programme in Retirement Fund Management
    2014 - 2015
  • University of South Africa/Universiteit van Suid-Afrika
    IISA Programme in Retirement Fund Management
    2014 - 2015
  • Milpark Business School
    Higher Certificate in Financial Planning
    2013 - 2015
  • El Centro College
    Associate’s Degree, Associate of Arts
    2002 - 2004
  • North-West University/Noordwes-Universiteit
    Bachelor’s Degree, Industrial Psychology
    1992 - 1994
  • Hoërskool Pietersburg
    1986 - 1990

Community

You need to have a working account to view this content. Click here to join now