Why PLAN2day
PLAN2day Financial Strategies was established for the need to provide quality Financial Planning and Lending advice to clients from a controlled source. By the coming together of a Financial Planner & Mortgage Broker, it allows for a blend of experience and expertise to better devise a financial strategy to suit clients' needs.
We aim to be there every step of the way to hold your hand in association with your Accountant and Solicitor. Between us; we can provide you with peace of mind and direction for every stage of your life.
Meet the Team
Mamdouh Tawadros | BCom, Dip FS (FP), ACL, A Fin, AFA, AMC, JP
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| Managing Director |
| Approved Mortgage & Finance Broker | Austrlian Credit Licensee | ACL No. 392112 |
| Winner of Australian Mortgage Awards | AMA | for Best Customer Service |
| Finalist of numerous Awards by AMA, ABA, Hills Shire & Times Shire |
| Over 12 years in the Mortgage & Finance Industry, strenghted with over 5 years in the Financial Planning Industry, along with over 20 years of international and national extensive experience in the hospitality management | |
Suzanne Tawadros | BCom
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| Co-Director | Office Manager |
- Day to day operation
- Creates and manages the office' Filing System
- Back Office operation
- Mail
- Accounts Receivable
- Accounts Payable
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Kylie Kape
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| PA to MD | Personal Assistant to Managing Director | Client Liaison |
- Assists Mamdouh & Suzanne in the day to day operation
- Lodges Home Loan Applications
- Data entry
- Liaises with clients, lenders, insurance providers, solicitors, valuers & Business Development Managers
- Organises sufficient Customer Relationship Management System
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