Steve Matulich
Kaplan Professional
Tell me more about Steve Matulich?
Steve Matulich is a motivated financial enthusiast with over 33 years of experience. He is dedicated to educating and showing people how to make the most of their finances to achieve their goals. Steve has a proven track record of exceeding expectations and exceeding expectations for his clients and employers. He has a diverse work history, including roles as a Financial Adviser and Client Development Manager at AIA Australia and Commonwealth Financial Planning. Steve is now seeking a new role as a Client Development Manager to further enhance his financial advising career.
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About
I am a motivated financial enthusiast who takes great joy in educating and showing people how they can make the most of their finances to give themselves a better chance of achieving lifetime goals, with the intention of making their lives happier and more satisfying. After being a Financial Adviser for over 16 years, I have a proven track record of exceeding the expectations of both my clients and my employers. I have enjoyed a recent career break spending lots of time at the beach with my dog Harry, travelling to Melbourne to watch my beloved Freo Dockers, spending time structuring our extensive veggie garden and assisting my wife with her boutique Real Estate business - Lee Jones Suburban. Now rejuvenated and ready to rejoin the workforce I have accepted a new role with AIA as Client Development Manager where my experience, knowledge and skills learned during my financial advising career will be of great benefit to my new clients and AIA. I’m sincerely looking forward to this wonderful opportunity and hoping to serve my new employer for many years to come.
...See MoreWork Experience
Client Development Manager
Insurance
Steve Matulich's Professional Milestones
- Financial Advisor (2007-11-01~): Maximized wealth through strategic financial planning and impactful data analysis.
- Client Development Manager (2023-05-01~): Driving revenue growth through strategic client acquisition initiatives and fostering strong relationships with key clients.
Education
Financial Advising
Certification
Colleagues
James Cox
Digital Product Owner
Kit Ng
actuary | product owner
Paul De Souza
technical product owner | digital delivery manager | development manager | application services manager | agile delivery | adobe experience manager
James Cox
Digital Product Owner
Adam Holland
digital product owner | optimisation | sales | delivery
Other Named Steve Matulich
Frequently asked questions
We found 2 Steve Matulich's email addresses
We found 1 Steve Matulich's phone numbers
Steve Matulich's social media include: Linkedin,
Steve Matulich works for AIA Australia
Steve Matulich's role in AIA Australia is Client Development Manager
Steve Matulich works in the industry of Insurance
Steve Matulich's colleagues are James Cox,Kit Ng,Paul De Souza
Steve Matulich's latest job experience is Client Development Manager at AIA Australia
Steve Matulich's latest education in Kaplan Professional