The Financial Planning Association of Australia The Financial Planning Association of Australia

Mark Lewin, CFP®

Name Mark Lewin, CFP®
Company Markson Financial Planning Pty Ltd
Address Suite 10, Level 1
19 - 23 Bridge Street
Pymble, NSW 2073
Phone 02 80076244
Mobile 0439009909
Email [email protected]

As the founder of Markson Financial Planning, Mark has been helping clients for over two decades plan for their financial future.
He has had a long and varied career working within the financial markets. In 1982 Mark worked as the Assistant Account in London with a Lloyds underwriting firm, then returned to Australia to become Assistant Portfolio Manager with a leading Australian insurance company. From 1986 to 1995, he worked as a bond broker with 2 merchant banks and became a financial planner in 1995.

This background has provided Mark with the insight & knowledge to advise his clients in both the good & the bad times. Mark has advised clients through the 1987 share market crash, the late eighties property boom, the bond crash of 1994, the “Asian Meltdown” of 1997, the “Dot.Com boom & bust in 2001, the share market boom between 2003 & 2007 & the infamous “Global Financial Crisis”.

It’s no wonder that he now describes his job as “managing my client’s money, lifestyles & emotions, but not necessarily in that order”.

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