Meet the Team

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Ewa Lewis - Client Services Officer

 

Ewa (pronounced Eva) is part of the Leedam Sheppard & Associates team who merged with Y Partners in 2020. She joined the firm in early 2020 and has been in the industry since 2006.

As a Client Services Officer, she plays a key role in handling the implementation of advice recommendations, providing efficient client service and administration support to the Advisors.

Ewa's friendly and approachable nature and extensive specialist administration skills, coming from a prior Customer Service Manager role, have allowed her to advance her communication and client relationship skills to a high level.

Qualifications

Diploma of Financial Services (Financial Planning)

Bachelor of Management

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