Lizette Joubert

Lizette Joubert Email and Phone Number

Regional Manager - Coastal and Free State Region @ Portfolio Analytics (PTY) Ltd
bryanston, gauteng, south africa
Lizette Joubert's Location
Western Cape, South Africa, South Africa
About Lizette Joubert

WHAT DO I DO?* Solution design / Product implementationAs an independent specialist Discretionary Fund Management business, we design bespoke, branded model portfolios.While we believe in function, we also believe there is space for creativity and innovation.This is why we do not subscribe to in a one-size-fits-all approach. We believe that each and every challenge deserves its own unique, custom-made solution. It deserves its own time and space. Above all, it shows growth, the ability to put plans into action and solutions that will stand the test of time. WHO AM I?Regional Manager with over 21 years of relevant work experience. I studied at the University of Pretoria, obtaining a BCom degree specialising in Communications, Marketing and Business Management. I also hold a Diploma in Financial Planning from the University of the Free State. I am a registered Certified Financial Planner (CFP®) with the Financial Planning Institute (FPI). I completed my RE1 (Key Individual) and RE5 (Representative). My current role entails developing and supporting our valued business partners to obtain maximum productivity and effectiveness in their practice. I believe in working together on a business and personal level to achieve optimal results for all involved and building relationships based on mutual trust, support and optimising effective outcomes for all parties. CONNECT WITH ME IF*You are looking for more than a DFMMy goal is to support and assist you to create solutions for you and your clients. You can contact me at: lizette@analytics.co.za

Lizette Joubert's Current Company Details
Portfolio Analytics (PTY) Ltd

Portfolio Analytics (Pty) Ltd

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Regional Manager - Coastal and Free State Region
bryanston, gauteng, south africa
Website:
analytics.co.za
Employees:
5
Lizette Joubert Work Experience Details
  • Portfolio Analytics (Pty) Ltd
    Regional Manager
    Portfolio Analytics (Pty) Ltd Apr 2023 - Present
    Western Cape, South Africa
  • Momentum
    Business Consultant
    Momentum Oct 2021 - Apr 2023
    South Africa
    WHAT DO I DO?* Solution design / Product implementation* Risk Management* Savings* Medical Aid at Momentum Medical Scheme* Group Schemes - Funds@work* Complimentary Products - Multiply and Gap CoverCONNECT WITH ME IF* You need assistance with risk management* You need help with savings* You need assistance with medical aid from Momentum Medical Scheme* You need assistance with group schemes* You need Information on complimentary products such as Multiply or gap coverMy goal is to help you with all your financial and risk management needs. You can contact me at: lizette.joubert@momentum.co.za
  • Real Impact Global B.V.
    Institutional Investors
    Real Impact Global B.V. Apr 2020 - Oct 2021
    The Hague, South Holland, Netherlands
  • Momentum Consult (Pty) Ltd
    Franchise Development Manager
    Momentum Consult (Pty) Ltd Jul 2016 - Apr 2020
    Centurion
  • Momentum Consult (Pty) Ltd
    Certified Financial Planner
    Momentum Consult (Pty) Ltd Sep 2014 - Jul 2016
    Centurion
    Financial Planner:
  • Momentum
    Marketing Consultant
    Momentum Jun 2013 - Sep 2014
    Centurion
    Marketing consultant, Momentum Distribution services
  • Momentum
    Certified Financial Planner
    Momentum Jan 2010 - May 2013
    Centurion
    Certified Financial Planner with Momentum Agency
  • Momentum
    Marketing Consultant
    Momentum Jan 2004 - Jan 2010
    Gauteng
    Marketing adviser, Gauteng
  • Sanlam
    Marketing Adviser
    Sanlam Jul 2002 - Dec 2003
    Vaal Triangle
    Marketing adviser to advisers
  • Outsurance
    Sales Adviser
    Outsurance May 2001 - Jun 2002
    Centurion
    Outbound call centre, sales adviser

Lizette Joubert Skills

Retirement Planning Insurance Risk Management Financial Planning Business Strategy Investments Management Financial Services Sales Critical Illness Life Insurance Disability Insurance Business Development

Lizette Joubert Education Details

Frequently Asked Questions about Lizette Joubert

What company does Lizette Joubert work for?

Lizette Joubert works for Portfolio Analytics (Pty) Ltd

What is Lizette Joubert's role at the current company?

Lizette Joubert's current role is Regional Manager - Coastal and Free State Region.

What schools did Lizette Joubert attend?

Lizette Joubert attended University Of The Free State | Universiteit Van Die Vrystaat, University Of Pretoria/universiteit Van Pretoria, Transvalia High School.

What skills is Lizette Joubert known for?

Lizette Joubert has skills like Retirement Planning, Insurance, Risk Management, Financial Planning, Business Strategy, Investments, Management, Financial Services, Sales, Critical Illness, Life Insurance, Disability Insurance.

Who are Lizette Joubert's colleagues?

Lizette Joubert's colleagues are Albert Pearson, Cheslyn Smith, Duncan Braithwaite, Cfa.

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