Sam La Email and Phone Number
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Hi, I’m Sam. Director and Finance Broker at Xenium Finance. I help accountants and other financial services partners increase their income and business value by providing a range of tools and services that increases efficiencies and profits in their practice. Our accounting practice clients utilise our industry-specific CRM coupled with our marketing services to provide increased levels of engagement with their clients. They also take advantage of our SMSF Tech, a service designed to allow accountants to create SMSF’s without the need for individual licencing and are provided free educational content through our show Xenium Pro.Other partner services include finance broking, company and trust documentation creation, fee proposals and AI bots to reduce costs within an accountant's business.Xenium Group encompasses Xenium Partners, Xenium Finance and Xenium Property. Each of these companies provides high value to their direct clients and partners. We are trusted to deliver services by the following groups across Australia: ➣ Mortgage Choice: provision of commercial finance broking solutions ➣ Nexus Partners: commercial finance broking and property solutions ➣ Fiduciary Financial Services: consumer, business and commercial finance solutions ➣ Tradies Finance: commercial finance brokingOur accounting industry partners are: ➣ Practice Ignition ➣ Lightyear Docs ➣ HubOne ➣ Beevo ➣ Smithink ➣ ValantaBPO𝗪𝗵𝘆 𝗜𝘁 𝗪𝗼𝗿𝗸𝘀:Practices are overwhelmed by tax and compliance work, draining their time and resources. Clients now demand more from accountants without understanding the effort required. Accountants are offered various tools, but integrating them effectively is a challenge.With ten years of experience working closely with accounting practices, I have listened to their challenges and understood their conflicting priorities. My extensive network within the accounting industry, including service providers, consultants, and key players, enables me to deliver services that address accountants' specific needs, rather than serving solely the interests of others. Additionally, my longstanding involvement in helping businesses finance their growth has equipped me with a deep understanding of accountants, their practices, and the needs of their clients.
Xenium Finance
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Managing Director | Finance BrokerXenium Finance Jul 2021 - PresentMelbourne, Victoria, AustraliaXenium delivers unrivalled business, commercial and residential finance solutions to professional service firms. Our Directors are actively engaged in training fellow brokers through the prestigious MFAA and maintain national partnerships with Mortgage Choice and Nexus Partners to provide exceptional business and commercial loan solutions.In addition, Xenium Partners goes the extra mile by delivering informative, educational, and engaging marketing content to the clients of accounting firms. This approach fosters a deeper level of commitment and loyalty. Furthermore, our expertise extends beyond loans and marketing to include strategy-based investment advice for residential property investors. Whether it's a single property investment or participation in property development profits, Xenium Property is dedicated to maximizing your investment potential. -
DirectorPearl Business And Mortgage Finance Sep 2018 - PresentMelbourne, AustraliaAs Business and Mortgage Finance professionals, we pride ourselves on working closely with clients and their business advisors to tailor finance solutions with all the major banks, and other lenders that ticks all the boxes. We continue to manage ongoing relationships with our clients and their banks to ensure that things work as smoothly on day 1 through to day 100. Being ex-bankers, we are fully across the mercurial, and ever-changing lending appetites and pricing, and will always ensure a win for our clients.
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Moore Stephens - Associate DirectorMoore Stephens Australia (Formerly Nexia Australia) Apr 2015 - Aug 2018Melbourne Area, AustraliaWith a broad experience base spanning banking and finance for retail, wholesale/manufacturing, Import/export, property investment & development, medical industry as well as professional services, I have the ability to get to know you and your business, devise and drive solutions that work, and make sense. Being an ex-Banker with two of the Big Four banks in Australia, I have also developed a keen understanding of the Bank’s risk management and appetites. Further to this I can also debunk a lot of the industry jargon and cut through the banking layers to get to the result that everyone is looking for. Understanding both personal and business goals is key to delivering an on-going personal and highly tailored level of service. This allows me to also identify and connect clients where there are shared commonalities and collaborative opportunities. Heading up the Debt Advisory Division for Nexia Melbourne. Key areas of expertise around: Mortgage Finance Broking Commercial Finance Broking Asset Finance BrokingBanking and Finance Consulting International Trade and Foreign exchangeComplex, tailored debt structuring and solutions
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Associate Director – Debt Advisory At Moore Stephens VictoriaMoore Stephens Australia 2015 - Aug 2018Melbourne, Australia
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Anz Commercial Broker ManagerAnz 2012 - Mar 2015 -
General ManagerBrandi Financial Services 2007 - 2012
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Commercial BankingWestpac 2001 - 2008
Sam La Skills
Sam La Education Details
Frequently Asked Questions about Sam La
What company does Sam La work for?
Sam La works for Xenium Finance
What is Sam La's role at the current company?
Sam La's current role is Managing Director at Xenium Finance | Delivering Unrivalled Business, Commercial and Residential Finance Solutions to Professional Service Firms.
What is Sam La's email address?
Sam La's email address is sl****@****.com.au
What is Sam La's direct phone number?
Sam La's direct phone number is +614083*****
What schools did Sam La attend?
Sam La attended Victoria University.
What are some of Sam La's interests?
Sam La has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Environment, Science And Technology, Human Rights, Arts And Culture, Health.
What skills is Sam La known for?
Sam La has skills like Commercial Banking, Banking, Management, Credit, Retail Banking, Loans, Risk Management, Credit Risk, Portfolio Management, Credit Analysis, Finance, Mortgage Lending.
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Greater Sydney Area1preciseair.com.au
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