Mark O'Toole

Ascent Private Wealth Pty Ltd

4.90
3 Reviews
Gold
29 Yrs Experience
Hawthorn East, VIC 3123

Mark O'Toole helps successful individuals and families secure and grow their wealth.

As a board member for the Financial Planning Association, Mark is heavily invovled in the decision making of Australia's leading organisation for financial planning.

Through a unique and personal approach, Mark helps clients make smart financial choices centred around their underlying values.

For twenty-five years, Mark has successfully helped his clients grow their wealth in order for them to achieve their financial goals, secure their family's future and enjoy their retirement. Even through tough economic conditions, such as the 2008 GFC, Mark's patience in utilising a globally diverse investment philosophy has meant his clients can always be confident with their investment.

Mark also believes strongly in supporting the wider community; he has supported the Peter MacCallum Cancer Centre, the Australian Himalayan Foundation and the Sunrise Foundation. He has also helped clients establish their own charitable foundations.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 3
  • First year providing advice 1993
  • Years of experience 29
  • Highest qualification
    • Master of Commerce (Financial Planning)
  • Language spoken
    • English

Ascent Private Wealth Pty Ltd

Suite 103, 12 Cato Street
Hawthorn East, VIC 3123

Licensed by

Count Financial Limited

AFSL 227232