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Focus Point

Our management team

PLAN Australia was founded by an exceptional group of accomplished individuals, dedicated to driving excellence through evolution. Our management team is committed to fostering a rewarding team culture by investing in leading technology systems, training and support. Together, we strive for a level of service that’s unsurpassed.

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anja-pannek

Anja Pannek

CEO

 

Anja has 25 years commercial experience and a deep understanding of the third party mortgage distribution industry, having held a number of senior industry roles over the last 12 years.

She is the chairperson of the PLAN Australia group of companies and a director of BLSSA. Anja has been with NAB since 2009, most recently as CFO for NAB’s Personal Banking division. She also played an integral role as part of the Challenger management team, during the original acquisition of the PLAN Australia Group.
 

Anja is passionate about the value that mortgage brokers and finance professionals create working with their customers and clients.

David-OToole

David O'Toole

Head of Strategic Partnerships

 

With over 25 years’ experience in the finance industry, David joined the PLAN Australia team in October 2013. With positions in the fields of stockbroking, commercial lending, asset finance and residential mortgages, he has worked with Suncorp, Esanda Finance and most recently, FAST aggregation services, as National Sales Manager.

 

David is focussed on building an in-depth understanding of our Strategic Partnership businesses, supporting them to grow and enhance their proposition.

allan-brown

Allan Brown

Head of Southern Region (Vic, Tas, SA, WA)

 

Allan Brown is an experienced senior leader with over 30 years’ experience in the financial services industry. He has extensive lending and third party experience, and is passionate about assisting businesses navigate through industry and technical change to adapt and grow their revenue while delivering a great customer experience.

 

Allan has achieved success through being a people-focused leader and is currently the Regional Manager, South for PLAN Australia, managing Victoria, Tasmania, Western Australia and South Australia.

 

Allan has recently made the move from Brisbane to Melbourne with his wife and three children, and is enjoying getting to know his new neighbourhood in his spare time.

Melanie-Kafka

Melanie Kafka

Head of Northern Region (NSW, ACT & Qld)

 

Melanie is a business development and relationship sales professional with 26 years of financial services industry experience. Mel has spent the last 15 years working closely with finance brokers - most recently in a sales and people leadership capacity.

 

A passion for people is what drives Mel, together with an enterprising and purpose driven approach to working with small to medium sized businesses.

 

Spending time with family and being able to travel and experience new places provides an important balance in Mel's life.

Julianne Evans

Julianne Evans

Manager - Operations & Sales Support

 

Julianne has over 21 years' experience in the Finance industry, with experience across many areas, including sales, compliance, credit, risk and operational management. She has spent 13 years working in the front line, assisting small and medium business clients to achieve their business and personal financial goals.

 

More recently, Julianne has focused her strong organisational skills on managing the back office, as she knows that having great support behind the scenes is an integral part of the success of all high performing sales teams.

 

The last 3 years has been spent working to support commercial brokers and Julianne looks forward to continuing this support to all PLAN members.