Mark O'Toole

Ascent Private Wealth Pty Ltd

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

4.90
3 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
4.60
Customer care
5.00
Likely to recommend
Showing reviews 1—3 of 3

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4.75

"Very professional"

  • Superannuation
  • Self Managed SuperFunds
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very happy with Mark's work and his team."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark takes an holistic approach to planning ensuring life goals and objectives are matched to financial outcomes"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Advanced Strategies for Self Managed Superannuation

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2004

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1996

Master of Commerce (Financial Planning)

Level
9 - Masters Degree
Institution
Western Sydney University (WSU)
Completed
2002

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
1996

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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