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

| 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

| Co-Director | Office Manager |            
  • Day to day operation
  • Creates and manages the office' Filing System
  • Back Office operation
  • Mail
  • Accounts Receivable
  • Accounts Payable

Kylie Kape

| 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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