Mark O'Toole's Location
Melbourne, VIC, AU
Mark O'Toole's Work
- Founder and Managing Director @ Ascent Private Wealth
- Board Director @ Financial Advice Association Australia (FAAA)
- Senior Financial Adviser @ Deutsche Bank
Mark O'Toole's Education
- Stanford University Graduate School of Business
Strategic Leadership Program (Business, Management, Marketing, and Related Support Services)
2013 - Bachrach & Associates International - San Diego California USA
Committed Adviser Program(CAP) (Trusted Adviser -Values Based Financial Planning)
2010 - 2012 - Family Business Australia
Accreditation (Family Business)
2010 - 2012
- CEG Strategic Consulting & Training
Cultivating Advice (Finance and Financial Management Services)
2007 - University of Western Sydney
Master of Commerce (Financial Planning)
1998 - 2002 - Deakin University
Diploma of Financial Planning
1992 - 1996 - Financial Planning Association (FPA)
Certified Financial Planner (CFP) (Financial Planning)
1992 - 1996 - RMIT
Bachelor of Arts
1977 - 1980
Mark O'Toole's Skills
- Risk Management
- Insurance
- Estate Planning
- Asset Managment
- Strategic Financial Planning
- Management
- Financial Analysis
- Superannuation
- Wealth
- Financial Advisory
Mark O'Toole's Summary
Mark O'Toole, based in Melbourne, VIC, AU, is currently a Founder and Managing Director at Ascent Private Wealth, bringing experience from previous roles at Financial Planning Association of Australia and Deutsche Bank. Mark O'Toole holds a Strategic Leadership Program in Business, Management, Marketing, and Related Support Services @ Stanford University Graduate School of Business. With a robust skill set that includes Risk Management, Insurance, Estate Planning, Asset Managment, Strategic Financial Planning and more, Mark O'Toole contributes valuable insights to the industry. Mark O'Toole has 2 emails on RocketReach.
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