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.
Very happy with Mark's work and his team.
Mark takes an holistic approach to planning ensuring life goals and objectives are matched to financial outcomes
- Adviser status Gold
- Number of reviews 3
- First year providing advice 1993
- Years of experience 30
- Master of Commerce (Financial Planning)
Ascent Private Wealth Pty LtdSuite 103, 12 Cato Street
Hawthorn East, VIC 3123
Count Financial Limited