Lucas Pallot - Client Services Officer

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Lucas has been helping clients navigate their financial journeys as a Client Services Officer for over two and a half years. He joined Y Partners in October 2023, where he works closely with clients to implement all areas of financial advice.

 

Lucas believes that good communication is the foundation of strong client relationships, and he loves seeing the positive impact that clear, well-delivered advice can have on clients’ financial wellbeing. He is also part of the philanthropy group and is passionate about giving back to the community.

 

Outside of the office, Lucas enjoys staying active through running, playing football, and the occasional round of golf. He’s also nearing the completion of his Bachelor of Business (Financial Planning), which has helped him build his skillset as he aspires to become a financial planner.

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