Mark O'Toole CFP®

Ascent Private Wealth Pty Ltd (ATF Ascent Private Wealth Unit Trust) 03 9672... Contact

About Me

Twenty-five years experience in providing comprehensive financial advice to help people consolidate and simplify their financesElected onto the Board of the Financial Planning Association by my peers and colleagues I am passionate about keeping my clients on track to reach their financial goals and make smart financial choices centered around their underlying values

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Employment changes
  • Estate planning
  • Investments
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 32 Years
  • Licensed By
    Licensed By Count Financial Limited
CERTIFIED FINANCIAL PLANNER®