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Our Team

Our approach to financial planning extends beyond just managing your investments.
Mark Lewin
Senior Financial Planner

Qualifications

SMSF Specialist Advisor® (SSA®) – 2005
Certified Financial Planner ® professional – 1997
Financial Planning Association Diploma – 1993
Bachelor of Business – 1981
Mark LewinAs 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”.

Authorised Representative of Fitzpatricks Private Wealth Pty Ltd

Tam Dy
Office Manager – Senior Paraplanner

Qualifications

Certified Financial Planner ® professional – 1997
Diploma of Financial Advising (SIA)
SMSF Accreditation, Tribeca Learning (Aust)
Certificate II in Business (Office administration) – Western Sydney ITEC
Tam Dy

Tam has worked within the finance industry since 1999 and as a Paraplanner with Mark Lewin since 2002. As part of her role she constructs financial plans with special consideration given to investment and retirement strategies, personal risk management, cash flow management, estate planning and self managed superannuation funds. Tam also provides clients with technical information in relation to any queries regarding their Centrelink pensions, insurance policies or superannuation contribution strategies.

In addition to her Paraplanning responsibilities Tam is the Practice Manager, overlooking the day to day running of the business to ensure that it is a compliant and efficient business. Tam enjoys being able to work closely with clients and says, “the most fulfilling part of my work is sorting through a new client’s ‘financial mess’ and in many cases saving them thousands of dollars in the process.”

Mark Velasco
Client Service Manager

Qualifications

Diploma of Financial Advising
Mark Velasco

Currently completing the Diploma of Financial Advising (Tribeca).

About Mark V – Mark has been with the practice since 2005 and manages the flow of all client paperwork to and from the office and assists clients with “non advice” enquiries.

He has evolved from an office admin trainee to his current role as Client Service Manager, one of the most important roles in the business. Having grown with the practice Mark has a solid knowledge and understanding of not only our systems and procedures, but also of the individual needs of our clients.

As part of his administration role, Mark has established key relationships with various fund managers and platform providers, that enables him to get through the red tape quickly and resolve client queries in a timely manner.

Manisha Dias
Receptionist & Office Administrator

Qualifications

BSc (Hon) Psychology
Grad Dip Library Science
Dip Fin Services (Fin Planning)
Manisha Dias

Manisha has worked in Financial Services for over 10 years as a Client Service Administrator with one of Australia’s leading financial institutions. Her roles have included query resolutions, maintaining accurate client records and supporting advisers to ensure client’s expectations are met. This experience is a valuable asset to hold as she is the front line when it comes to client engagement.

“I enjoy liaising with all clients and working in our team to provide great outcomes for our client’s benefit”

Find out how Markson Financial Planning can help you build wealth and achieve your desired financial future, talk to us today – (02) 8007 6244.
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