Megan Holman - Client Services Officer

 

Megan joined Y Partners in 2023. Megan began her career in the banking world in 2014 and transitioning to financial services in 2016 so she has a wealth of knowledge across the finance industry. Megan specialises in advice implementation and has extensive experience implementing advice for all structures including SMSF, trust and company advice.

 

Megan also has considerable experience with implementing insurance recommendations and negotiating with insurers to get the best possible outcome for clients.

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Outside of work, you can find Megan trying new restaurants and experiences in and around Adelaide or on a weekend away exploring new places. Megan also enjoys singing and has been performing in musicals and choirs for over 20 years.

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Area of expertise

Advice implementation