Mark Lewin
Principal – Back Office Hero
Qualifications
SMSF Specialist Advisor® (SSA®) – 2005 to 2020
CERTIFIED FINANCIAL PLANNER ® professional – 1997 to 2020
Financial Planning Association Diploma – 1993
Bachelor of Business – 1981
Mark was a Financial Planner for 24 years before selling his business in August 2019 to spend more time growing Back Office Hero, the business he founded in July 2018.
After successfully helping clients plan for their financial future, his passion now is to help other financial planners build the value of their own businesses using procedures, checklists & outsourcing.
Mark has had a long and varied career working within the financial markets. Starting out in 1982 as the Assistant Accountant in London with a Lloyds underwriting firm, he 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 an international merchant bank and became a financial planner in 1995.
This background has provided Mark with extensive business experience and the insight & knowledge to assist financial planners to create efficient, compliant and valuable businesses.
Mark describes his work as “improving business valuations, through back office procedures & robust compliance”.