Meet Adam Wallace-Harrison and his team of experts

We’re ready to help you achieve your financial goals.

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Adam
Adam Wallace-Harrison
Finance Broker
13 0000 3414 adam.wh@loanmarket.com.au

From the football field to the finance world, Adam's career shows commitment to whatever he puts his heart and soul into. As director of Loan Market Excel, looking after clients is Adam's number one priority. His focus is on ensuring every client has the correct financial solution and are supported at every stage. Adam is an experienced loan broker, and can help you with all things mortages, investment loans, refinancing, equity release, construction loans and SMSF finance.

Based in Cabarita Beach, Louis is local community conscious and fitness obsessed. Louis knows what he's talking about. His experience as a senior heath banking manager and working with one of the big four banks is what sets him apart. Louis can help you with all loan types, including first home loans, investment loans, refinancing, equity release, construction loans and SMSF finance.

Maddy has a wealth of experience in mortgage broking, from complex applications to simple homes loans. She is knowledgeable with all things to do with lending and does it always with a calm and systematic process. In her broker support role she is seriously helpful, making sure our clients are informed every step of the way.

Cath oversees all aspects of running the Loan Market Excel mortgage broking team alongside Adam. With 20 years' experience in the Lending and technology industry, Cath implements processes in the background and ensures that business is running smoothly for our staff and clients.

Marilyn
Marilyn Wallace-Harrison
Customer Care Coordinator
marilyn.wh@loanmarket.com.au

We genuinely care about our customers today, tomorrow and into the future. With many years of sales experience, Marilyn is our caring After Settlements Care Officer for all our existing clients. She brings her bubbly personality to assist our existing clients in ensuring they are continually looked after for their existing loans. She also hand writes the very important birthday cards!!

Angela
Angela Taylor
Broker Support
02 7228 8374 angela.taylor@loanmarket.com.au

Ange is a long standing member of the Loan Market Excel team and has worked closely with Adam for many years. Her knowledge in lending is exceptional. She has a vast knowledge of all loan types, from the easy to complicate loan scenarios. In addition, she is a policy guru when it comes to lending and is thorough in her process to ensure there are no hidden surprises. She goes to great efforts to keep clients updated throughout the entire process.

Lisa has more than 20 years of lending knowledge and experience. Having worked in various senior roles with major banks, her understanding of all things lending is very vast. With exceptional communication skills, Lisa keeps our clients informed every step of the way through the lending process. She has particular expertise with self-employed clients with complex scenarios.

Jayde has extensive lending and financial planning experience ranging from small business, second tier lending and the major banks. She goes above and beyond for our clients, ensuring the path to unconditional approval is an efficient stress free experience.

Juliet
Juliet Welsh
Settlements Officer
0412 948 488 processing.wh@loanmarket.com.au

Juliet is Casuarina's best loans settlements officer! She specialises in the very important part of the loan process - the settlement! Juliet liaises with all parties involved in loan settlement to ensure a smooth end to the loan process. You're settlement is in safe hands with Juliet.

Louiejay (otherwise known as LJ) is our administrative extraordinaire, collating all client documents in preparation for loan submission by our broker support team. He has a meticulous attention to detail in inputting all the data from the documentation into our CRM system. LJ goes above, so you can go beyond!

Taryn
Taryn Wallace-Harrison
Marketing Manager
13 0000 3414 admin.wh@loanmarket.com.au

Taryn is our marketing guru, keeping our Mortgage Broking business Loan Market Excel at the forefront for our local community. She is also our social planner extraordinaire when it comes to celebrating as a team and with our clients and business partners.

Map
32a Tweed Coast Road, Cabarita Beach NSW 2488, Australia
0412 948 488

 

More about your local team of experts

I previously spent 12 years as a professional rugby union player in Australia & Japan. During this time, I formed solid relationships with numerous sponsors & completed valuable work experience with The Bank of Queensland, Walter Turnbull Accounting and the St George Bank.

After finishing my full-time playing career with the Queensland Reds in 2013, I have settled in at Loan Market helping my clients, colleagues and friends with their Finance needs.

In my time away from the field, I have learned that utilising the "team first" attitude in a business sense enables me to find the right solutions for my clients. My clients are with me for the long term; I love building relationships so that we can achieve your financial goals together for years to come.

My key strengths lie in communication, finance, sales, marketing and coaching. Each of these strengths work hand in hand with each other and I've been able to bring these skills from the rugby field into business. With my excellent communication skills, I can coach you through the loan process and long term financial picture to ensure you get the right outcome.

I can also help you with the following:

  • Home Loans
  • Investment Loans
  • Business Loans
  • Equipment Loans
  • Car Loans
  • Commercial Loans
  • Construction Loans
  • Personal Loans
  • Insurance
  • Self-Managed Superannuation Fund

Achievements

  • Diploma of Finance and Mortgage Broking, Farsta 2015
  • Certificate IV in Real Estate and Property Sales, REAA Group, 2012
  • Diploma in Business Management (Commerce), Australian Vocational Training Academy, 2011
  • Board Member, Rugby Union Players Association (RUPA)

Community

I am very active in the Rugby Community within Casuarina and surrounds and am currently a Gold Sponsor and Vice President of the Casuarina Rugby Club

Get in touch with our expert team today!

 

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