Our Team

Mark G. O’Toole

Mark-O-Toole-Recent-Photo-16.2Founder – Managing Director – Authorised Representative
BA, CFP™, M Commerce (Financial Planning) Dip FP

CFP-Lockup_RGB_Pos_smallTax Practitioners Board

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, and was then re-elected onto the Board for a second term of three years, in October 2016. 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.

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, USA, in February 2013 and is a member of the Australian Institute of Company Directors (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.

Daniel Lunardi

Senior Financial Adviser 
B.Comm (Finance), Dip FP, Adv Dip FPDaniel Lunardi Profile Photo

Authorised Representative 

Daniel has been with the Ascent Private Wealth team since 2015. Daniel has extensive experience in SMSF Advice and Estate Planning, including Family Trusts, Testamentary Trust and insurance.  Daniel also has extensive experience with financial modelling and analysis of complex clients. Daniel is extremely competent in the use of financial planning software and numerous software applications.  Daniel is also a member of the Financial Planning Association.

Previously Daniel has worked at Vic Super for 2 years and a boutique financial planning firm for 2 years. In his time at these firms, Daniel spent considerable time preparing Statements of Advice for clients, working on technical Superannuation and Financial Planning queries. Daniel is passionate about Financial Planning and has a very keen interest in the technical side of Superannuation. Daniel has completed his Advanced Diploma in Financial Planning and holds a Bachelor of Commerce from Swinburne University of Technology. Daniel has a Letter of Authority and is an Authorised Representative with our Licensee Godfrey Pembroke. Daniel is an avid Carlton supporter and enjoys playing soccer.


Tracy (Jingyi) Wang

Associate Adviser  & Compliance Officer
B.FIN, M.FIN, M.Com (Acc), Dip FP

Authorised Representative 

Tracy has been a member of Ascent Private Wealth since 2015 and has extensive academic qualifications, including two masters degrees in finance and commerce. Tracy has exceptional technical ability with financial modelling software and a fine skill with numbers. These skills enable Tracy to perform the investment research that underpins the investment philosophy of the business. Tracy is also the firm’s Compliance Officer, ensuring all transactions and decisions are secure and accurate. Tracy is also a member of the Financial Planning Association.

Tracy joined the team after working at an accounting firm in Sydney. She speaks three languages; English, Mandarin and Cantonese. Outside of the office, Tracy is quite the artisan. She enjoys making handicrafts for friends and family.


Louisa Huber

Marketing Manager / Head of Client Services
B.Bus (Marketing), Adv Dip Business (PR)

Louisa has 10 years marketing and communications experience having worked at companies such as Westfield, Carsales.com.au and Family Business Australia.  Louisa also has 4 years of Property experience and has her Agent’s Representative Certificate. Louisa is currently completing her Diploma in Financial Planning and Certificate in Mortgage Broking to broaden her knowledge of the industry. Louisa is Mark’s daughter and has recently joined Ascent after several years experience outside the business. Louisa’s knowledge about client experience helps the firm better tailor the client service offering for their needs. Louisa enjoys singing, skiing and spending time with friends and family.



George Hillary

Communication Consultant
MBA, B.Science

George first started at Ascent Private Wealth in 2015 and has completed roles in client service management, paraplanning and marketing. He now works as a communication consultant, providing clients with financial and economic updates. George completed his Masters of Business Administration (MBA) at RMIT in 2016, and was awarded the Dux of his year. George works well with clients and other stakeholders to ensure all parties enjoy a high-quality customer experience.

George holds a youth ambassador role with the Australian Himalayan Foundation – an organisation with whom Ascent Private Wealth has an established and lengthy relationship with. George is also on the Board of the Quality Education Nepal, which conducts teacher training in Nepal.