CLIENT SERVICES MANAGER
Megan Holman has worked in the financial services industry for over 4 years, in both financial advisory and banking. She joined the Affinitas Capital team as a Client Services Administrator in May 2019 and is an integral part of the day to day running of the business.
In addition to managing client queries, requests and arranging client meetings, Megan supports the advisors with advice implementation and general admin support.
PROFESSIONAL QUALIFICATIONS AND MEMBERSHIPS:
Certificate III in Business Administration