Lize Goosen Email
Independent Mortgage Consultant and Business Partner @ MortgageMax SA
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Lize Goosen Location
- Cape Town, WC, ZA
Lize Goosen Work
- Independent Mortgage Consultant and Business Partner @ (March 2007 - Present)
- Licensed Financial Advisor and Homeloan Specialist (Independent Advisory) @ Efficient Wealth (Pty) Ltd ( Most Recent Financial Service Provider ) (June 2010 - May 2022)
- Homeloan Specialist @ (September 2001 - March 2007)
- Business Development Officer @ (August 1999 - September 2001)
- Financial Advisor @ (February 1996 - April 2000)
Lize Goosen Education
- moonstone business school of excellence
First Regulatory Exam for Financial Planners (Compliance , FAIS , FICA , Anti - Money Laundering)
- Milpark Business School (MBS)
Advanced Certificate in Financial Planning NQF6 (Financial Planning and Services)
- Milpark Business School (MBS)
National Certificate in Financial Planning NQF 5 (Financial Planning and Services)
- damelin
Dimploma (Banking and Financial Support Services)
Lize Goosen Skills
- Regulatory Compliance
- Anti-Money Laundering
- FAIS
- Database Administration
- Instruction
- Account Reconciliation
- Tablets
- Xplan
- Astute
- Webcam
- Windows
- Debt Consolidation
- Wealth Management Services
- Google Docs
- Social Media
- Critical Thinking
- Record Keeping
- Software as a Service (SaaS)
- Business-to-Business (B2B)
- Business Development
- Strategy
- Customer Service Representatives
- Due Diligence
- Customer Follow-Up
- Customer Acquisition
- Customer Engagement
- Sales
- Customer Satisfaction
- Development Finance
- Branch Banking Operations
- Relationship Banking
- Private Banking
- Retail Banking
- Financial Forecasting
- Budgeting
- Financial Structuring
- Financial Analysis Software
- Financial Statement Analysis
- Wealth Preservation Planning
- Investment Management
- Marketing Strategy
- Financial Services
- Business Strategy
- Customer Relationship Management (CRM)
- Loan Origination
- Client Services
- Financial Reporting
- Collaborative Problem Solving
- Working with Investors
- Real Estate Financing
- Finance
- Customer Retention
- Strategic Planning
- Client Relations
- Leadership
- Oral Communication
- Negotiation
- Written Communication
- Desktop Computers
- Internet Access
- Laptops
- Customer Experience
- Financial Consolidation
- Holistic Financial Planning
- Business Relationship Management
- Consulting
- Interpersonal Skills
- Loans
- Getting Things Done (GTD) Method
- Analytical Skills
- Teamwork
- Microsoft Office
- Microsoft Excel
- Customer-Focused Service
- Computer Literacy
- Skilled Multi-tasker
- Phone Etiquette
- Key Performance Indicators
- Upselling
- Data Entry
- Customer Service
- Problem Solving
- Customer Support
- Communication
- Attention to Detail
- Health Insurance
- Banking
- Financial Analysis
- Estate planning
- Investments
- Life Insurance
- Retirement Planning
- Insurance
- Mortgage Lending
- Wealth Preservation
- Pensions
- Financial Advisory
- Financial Planning
- Risk Management
Lize Goosen Summary
- Lize Goosen, based in Cape Town, WC, ZA, is currently a Independent Mortgage Consultant and Business Partner at MortgageMax SA. Lize Goosen brings experience from previous roles at Efficient Wealth (Pty) Ltd ( Most Recent Financial Service Provider ), BetterBond and Absa Group. Lize Goosen holds a First Regulatory Exam for Financial Planners in Compliance , FAIS , FICA , Anti - Money Laundering @ moonstone business school of excellence. With a robust skill set that includes Regulatory Compliance, Anti-Money Laundering, FAIS, Database Administration, Instruction and more. Lize Goosen has 2 emails on RocketReach.
Looking for a different Lize Goosen?
Find contact details for 700 million professionals.
Others Named Lize Goosen
Lize Goosen
Lecturer
Stellenbosch, WC, ZA
Lize Goosen
Independent Mortgage Consultant and Business Partner
Cape Town, WC, ZA
Top MortgageMax SA Employees
Craig Tappan
National Business Development Manager
Johannesburg, GP, ZA
Ané Botha
Marketing Manager
Cape Town, WC, ZA
Christelle Alberts
Home Loans Specialist
Bredasdorp, WC, ZA
Magda Booyens
Home Loan Specialist
Klerksdorp, NW, ZA
Anel Colyn
Change Management Consultant
Johannesburg, GP, ZA
Christa Bekker
Home Loan Specialist
Gauteng, South Africa
Lize Goosen
Independent Mortgage Consultant and Business Partner
Cape Town, WC, ZA
Sharon Venter
Regional Inland relationship manager
Pretoria, GP, ZA
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co