PLAN2DAY - Key Persons
Job Titles:
- Finance Support Executive
According to my husband I'm an exceptional cook and you can always bribe me with a chocolate.
Dr Mark Brimble is a Professor (Finance) in the Department of Accounting, Finance and Economics in the Griffith Business School. He has a Phd on capital markets and has active research interests in financial markets, sustainable finance, personal finance and finance education, with publications in various national and international journals including Accounting and Finance, Corporate Governance: An International Perspective, Housing Theory and Society, Griffith Law Review, Australian Tax Forum and Higher Education Research and Development.
Professor Brimble is an Commonwealth Office for Learning and Teaching National Fellow and is the recipient of numerous teaching and learning grants, citations and awards, including leading the team that won the 2010 Business and Higher Education Round Table award for the best higher education and training collaboration, achieving platinum in two categories in the 2017 Learn X Awards, and an Australian Teaching and Learning Council Citations in 2011 and 2016, and an Australian Award for Teaching Excellence in 2016. Mark is also the Deputy Director of the Centre for Personal Finance and Superannuation.
Dr Brimble is a CPA, a fellow of the Finsia, a member of the Financial Planning Association of Australia and the Australian Institute of Company Directors. Mark is Chair of the Financial Planning Education Council and was Founding Co-Chair of the Financial Planning Academics Forum. He is also the Co-Founding Editor of the Financial Planning Research Journal. Mark is also a foundation director of the Financial Adviser Standards and Ethics Authority.
In his substantive role at Griffith University Mark is Head of the Finance and Financial Planning Discipline. Mark is also an active consultant to the financial services sector and government on a wide range of investment, education and policy issues.
Emmanuel has a Bachelor of Economics and Masters Banking & Finance and is Chairman of the GPS Wealth Investment Committee. Emmanuel has over 25 years in investment and financial markets experience primarily in funds management and investment research. He has in-depth knowledge of investment market operations across all asset classes including equities, fixed interest, property, alternative assets and cash.
His previous roles included Chief Investment Officer (CIO) of OptiMiz, the multi manager unit of ANZ/OnePath, previously ING Investment Management. He held the CIO role between 1995 and 2013.
Emmanuel's CIO role included manager selection, macro-economic analysis and implementation, asset allocation, risk management, investment committee policy formulation, business development and business management.
Prior to 1995, Emmanuel held various roles at Optimix, Sydney Futures Exchange, Devon Systems (a SunGard company), Australian Gilt Securities, Bankers Trust Australia and Kellog Australia. These roles focused on funds management, macro-economic analysis, fixed interest, futures trading and dealing.
Grahame has been extensively involved with the financial services industry for over 25 years and is a regular speaker at conferences both in Australia and overseas.
He holds an MBA from the prestigious Australian Graduate School of Management, voted in the top 10 management schools in the Asian region.
Grahame is a past CEO Investments for Tower Australia and head of corporate and employee benefits with AMP. At AMP he was responsible for Australia's largest company superannuation portfolio.
At 32, Grahame was the youngest Australian ever to be appointed to the board of an Australian life insurance company.
Job Titles:
- Director
- Founder
- Managing Director
- Financial Planner
- Founder and Managing Director / Adviser Profile
Mamdouh Tawadros leads the team at PLAN2day Financial Strategies. He has over twenty two years' experience in the Mortgage, Finance & Credit Advising and over sixteen years in the Financial Planning & Risk Management. His commitment for helping others stems from his strong beliefs and faith, to provide service and value to his customers and give them an opportunity at effectively managing their financial affairs so they can enjoy their life's goals and dreams.
Mamdouh's past experience covers a wide range of industries, having worked both in the profession as well as 20 years within Hospitality Management and Sales & Marketing, including in various roles in Front Office Manager, Sales & Marketing Manager & Finance Manager.
Mamdouh is a qualified Financial Planner and an Authorised Representative of GPS Wealth Dealer Group AFSL 254544 which has won numerous awards across the industry.
Mamdouh provides Holistic Advice not limited to Insurance, Investment, Superannuation (including Self-Managed Super funds), Margin Lending and Direct Equities.
Mamdouh is also the Director of PLAN2day Pty Ltd, where PLAN2day Pty Ltd is an Australian Credit Licensee No. 392112.
Mamdouh has the following memberships with:
AFA
MFAA (MFAA Credit Adviser)
When Mamdouh is away from his desk, you will often find him very focused and busy attempting to build Lego with his grandchildren, sharing his love of poetry (written by him in different languages) within his community, playing tennis or kicking some award worthy goals in soccer.
PLAN2day's name derived from a verse from Jerimiah in the Old Testament, "For I know the plan I have for you" declares the Lord, "plans to prosper you and not harm you, plans to give you hope and a future". The name holds a strong foundation of the purpose that Mamdouh strives to deliver from his clients.
Job Titles:
- Diverger Practice Relationship Manager ( PRM )
Michael is passionate about partnering with financial planning practices to help them create, develop, and foster awesome businesses that produce amazing outcomes for clients.
Michael entered Financial Services pre-GFC in 2007 and pivoted to Financial Planning in 2011. Since then, he has spent his time in Practice Development successfully working with hundreds of financial planning practices and many more financial planners.
Michael holds a Bachelor of Business majoring in Marketing and Management from La Trobe University and an Advanced Diploma in Financial Planning.
Rob had more than 18 years' experience in some of Australia's leading financial institutions before launching his own successful financial practice in 2003 in Noosa Heads on Queensland's Sunshine Coast.
Through his own practice, Rob recognised a need to give clients aged 35 to 50, who are considered to be in an ‘accumulation' phase of their financial life, a simple, structured and successful way of building wealth for retirement.
From here he created Pathway to Wealth - the simple steps to financial success. The program achieved recognition as a 2009 Finalist of the Asset Innovation Awards hosted by the Australian Financial Review.
Rob now trains and mentors financial advisers around the country in building their ideal practice, working with ideal clients giving great advice.
Rob's achievements in the financial industry and also as a business strategist have been recognised through a number of awards, including most recently Financial Planner of the Year, 2010 and national Top Producer in 2011 for his previous dealer group.
Rob is a passionate surfer who is actively involved in the Marcoola Surf Club.
Job Titles:
- Office Manager - Accounting
Suzanne assists the PLAN2day Team in the day-to-day accounting, in areas of Accounts Receivable/Payable and administers all office needs to ensure smooth operation all year round.
In her spare time, you will find Suzanne actively involved in her community. She has a big heart and dedicates her time out of work in organising events for seniors. She loves cooking and enjoys organising the family gatherings for some good company, laughter and delicious food.