Meet Adrian and David, your mortgage experts at Loans Combined
Evandale l Payneham l Vaucluse l Hawthorn East
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Adrian has held the position of Loan Writer/Finance Broker at Loans Combined since it's inception. Adrian started his career in Accounting and still manages a Tax Accounting firm (Integral Accounting Services) which he founded in 2015, which services over 1,000+ clients. Adrian's up to date knowledge in accounting and taxation helps set Loans Combined apart from other finance broking firms and allows for a more in depth analysis of clients goals and helps achieve their objectives. Adrian's academic accolades include; Bachelor of Commerce, Cert IV in Finance & Mortgage Broking, Dilpoma of Finance & Mortgage Broking Management and is a Xero Certified Advisor. Memberships and Associations include: - MFAA - CPA Associate - AFCA - Xero Advisor
Whilst David started his career in a Taxation Accounting role, he came to find his passion in finance. David's academic accolades include; Bachelor of Commerce (Adelaide University) and Cert IV in Finance & Mortgage Broking. Other achievements include: - Young Citizen of the Year (SA) - for achievements in sporting and community - Adelaide United Youth Team Player - South Australian State Soccer Captain David uses his leadership skills gained through sports to run the day to day operations and guide the team to achieve favourable outcomes for all of Loans Combined's clients.
Xavier has worked in the finance industry for over 3 years and has recently brought his experience to Loans Combined as a Client Services Manager. Xavier Studied abroad and attained his Bachelors in Business Administration from Medaille College, in Buffalo, New York. His academic accolades include being inducted into the ‘Chi Alpha Sigma’ Honors Society, Treasurer of Medaille Colleges student government & was a recipient of the ‘Medaille Medal’. Xavier is also Bilingual, being fluent in English & Italian. Xavier thoroughly enjoys working in the finance industry and assisting Loans Combined’s clients achieve their financial goals.
Tahlia has held the position of Office Manager at Loans Combined since early 2020. Tahlia is a Xero certified bookkeeper and is currently undertaking a Diploma in Accounting to further her skills. Tahlia is pivotal in ensuring the smooth running of the day to day operations of the workplace and uses her management skills to support the directors and clients as needed.
Tanaya has dedicated 3 plus years to her role as a broker assistant, she brings her extensive experience in residential mortgages to our the team at Loans Combined. In addition to her practical experience Tanaya has also pursued further education and has achieved a Cert III in Business & Administration. Tanaya is truly passionate about her career in finance and takes joy in helping clients achieve their goals.
Elian is currently undertaking his Certificate IV in Finance and Mortgage Broking. His enthusiasm, combined with his exceptional people skills and tireless work ethic, make him a great addition to our team. His positive attitude is infectious, fostering a collaborative and uplifting work environment. Elian’s ability to connect with clients and colleagues alike ensured he’ll not only excel in his studies but also become a valuable asset to our team, bringing fresh energy and expertise to the table.
Pallav has 3 years of finance industry experience and is furthering his expertise as a valued team member at Loans Combined. Pallav is currently undertaking a CertIV in Finance & Mortgage Broking to add to his accolades which includes an International MBA majoring in Finance from The University of South Australia. Pallav loves solving problems and brings a friendly 'can do' demeanour to the team and our clients.
Kristelle brings 9 years of expertise in administrative and documentation roles across diverse industries. During her seven-year tenure as a Senior Documentation Assistant in the Philippines, she demonstrated precision in managing client loan applications and post-sales accuracy. Transitioning to an international company in 2022, Kristelle continues to excel in administrative support, leveraging up to date software tools to ensure a positive customer experience.
Roshelle is a dedicated individual with four years of experience as a Branch Assistant in a financial firm in the Philippines. Skilled in managing financial transactions, ensuring compliance, and delivering excellent customer service, she has consistently demonstrated a commitment to accuracy and efficiency. Now joining Loans Combined, Roshelle is excited to grow within an international environment, bringing her strong work ethic and eagerness to contribute to both the clients and team’s success.
With three years of experience in the finance industry, Alex brings a solid foundation of expertise to the team. He has recently completed his Certificate IV in Finance and Mortgage Broking, further enhancing his qualifications alongside his Bachelor's degree from Flinders University. Over the past seven years, Alex has developed a strong customer-centric approach, excelling in various client-facing roles. His commitment to delivering exceptional service has been a driving force throughout his career. Having transitioned from the Sport & Recreation industry, Alex discovered his passion for the financial sector and is dedicated to expanding his knowledge and expertise. As a valued member of the Loans Combined team, he is focused on continuing to contribute to clients' financial success.
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