The Financial Planning Association of Australia The Financial Planning Association of Australia

Ascent Private Wealth Pty Ltd

Company Ascent Private Wealth Pty LtdProfessional Practice
Address Suite 103, 12 Cato Street
Hawthorn East, VIC 3123
Phone 03 9672 5111

Mark O’Toole has over twenty-five years of experience in providing financial advice to high net worth people and families, including extensive experience working with executives in senior management roles. Mark successfully lead the business and its clients through the peaks and troughs of a number of economic downturns, including the 2008 GFC. Mark O’Toole established his own business in 1998 and continues to strive to provide high quality advice aligned with his client’s values and best interest.

Mark O’Toole has been part of leading advice networks, including Deutsche Bank and Godfrey Pembroke. Within these networks Mark has played key roles as Chairman of both Deutsche Bank’s financial advisory board and Godfrey Pembroke’s Advisory Board. Mark was voted onto the Financial Planning Associations Board in late 2015 as one of the 9 National Directors. The FPA is a growing community of over 12,000 members at the forefront of the financial planning profession. As the only professional body in Australia licensed to provide the global CFP® designation (which is in 25 countries), they represent world-class standards and best practice financial planners who are committed to putting the client first. Mark is also a registered Tax Adviser with the Tax Practitioners Board of the Australian Government.

Mark has provided advice to numerous listed company directors and executives from various firms, such as BHP, Fosters, NAB, ANZ and partners from a number of mid and upper tier legal firms. This advice involved working through the complexities of company share plans, corporate and private superannuation, insurance and estate planning considerations. Mark O’Toole has acted as key adviser to legal counsel and the Deutsche financial planning Advisory Board in the $115 million sale of Deutsche Financial Planning & Deutsche Funds Management to Godfrey Pembroke and MLC in 2001.

Mark O’Toole has attended The Stanford Graduate School of Business executive education program in California in Febuary 2013, is an Accredited Family Business Adviser at Family Business Australia, and a member of the AICD. He was previously the inaugural company secretary and a trustee of the Australian Himalayan Foundation (public charity). Mark is also currently a trustee for the Sunrise Foundation.

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