Lucas Pallot - Adviser Associate

​

Lucas joined Y Partners in 2023. He began his career as a Client Services Officer, building a strong foundation in advice implementation, before progressing into his current role as an Associate Advisor.

 

Working closely with Financial Advisers, Lucas supports the preparation of tailored financial advice through research, strategy development, financial modelling and client engagement. He plays an active role in ensuring advice is delivered clearly, accurately and in line with Y Partners’ compliance standards.

 

Lucas values clear communication, strong relationships, and enjoys helping clients better understand their financial position and long‑term objectives. He has completed a Bachelor of Business (Financial Planning) and continues to build his technical capability as he works towards becoming a Financial Adviser.

 

Outside of work, Lucas enjoys an active lifestyle, travelling and cooking.