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Milan Katavich

Milan Katavich

Followers of Milan Katavich284 followers
location of Milan KatavichAuckland, Auckland, New Zealand

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  • Timeline

  • About me

    Client Manager at Perpetual Guardian

  • Education

    • Massey University

      -
      Graduate Diploma in Business Studies – Personal Financial Planning

    • Massey University

      -
      Bachelor of Business Studies Finance, Economics

  • Experience

    • Noel Leeming

      Apr 2012 - Sept 2017

      • Operational Supervisor (Sales)

        Mar 2017 - Sept 2017

      • Senior Customer Support Supervisor

        Sept 2016 - Mar 2017

      • Customer Support Supervisor

        Mar 2015 - Sept 2016

      • Customer Support Advisor

        Apr 2012 - Mar 2015

    • Parex Industries Ltd

      Sept 2017 - Aug 2018
      Customer & Sales Support

    • Aurora Insurance Limited

      Sept 2018 - Sept 2019
      Financial Adviser

    • AdviceFirst

      Dec 2019 - Jan 2023
      Financial Adviser

    • Perpetual Guardian

      Feb 2023 - now
      Client Manager

  • Licenses & Certifications

    • New Zealand Certificate in Financial Services (Level 5), Life and Health Insurance

      Strategi Institute
      Apr 2021

    • New Zealand Certificate in Financial Services (Level 5), Investment

      Strategi Institute
      Mar 2022