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.

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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.

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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.

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Qualifications

Diploma of Financial Services (Financial Planning)

Bachelor of Management