Business Webinar Videos

Mark Lewin brings over 25 years of experience as a Financial Planner, culminating in his decision to sell his successful business in August 2019 to focus on nurturing BOH, a venture he founded in July 2018. Mark’s career journey began in 1982 as an Assistant Accountant in London, followed by roles as Assistant Portfolio Manager with a prominent Australian insurance company and later as a bond broker with an international merchant bank. Transitioning to financial planning in 1995 marked the start of Mark’s mission to support fellow financial planners in enhancing their businesses.

With a depth of experience and a commitment to ongoing improvement, Mark is dedicated to empowering financial planners with the tools and knowledge required for success. Leveraging his qualifications as a SMSF Specialist Advisor® and CERTIFIED FINANCIAL PLANNER® professional, he provides tailored guidance on optimizing back-office procedures, ensuring robust compliance, and ultimately increasing business valuations. Mark’s passion lies in assisting financial planners to achieve efficiency, compliance, and tangible growth, positioning him as a respected speaker and mentor in the Australian financial industry.