Ascent Private Wealth places great importance on values such as honesty, integrity, quality and trust. The Board works to promote and maintain an environment that establishes the principles for all of its employees and representatives.
Mark G. O’Toole
Founder – Managing Director – Authorised Representative
BA, CFP™, M Commerce (Financial Planning) Dip FP
- P: +61. 3 9672 5111
- E: firstname.lastname@example.org
Mark has over twenty five years 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 established his own business in 1998 and continues to strive to provide high quality advice aligned with his clients values and best interest.
Mark 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 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 has acted as key advisor to legal counsel and the Deutsche financial planning Advisory Board in the $115 million sale of Deutsche Financial Planning & Deutsche Funds Management of Godfrey Pembroke and MLC in 2001.
Mark has attended The Stanford Graduate School of Business executive education program in California, USA, is an Accredited Family Business Advisor at Family Business Australia, a member of the Financial Planning Association and 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.
CPA, Dip of Business (Accounting)
A professional Financial Services Executive / Consultant with extensive Australian experience in the development and management of distribution, financial planning, retail investment product, superannuation and master trust businesses. Background includes significant leadership experience with profit centre & strategic development responsibilities.
Strong leadership skills and experience, coupled with a thorough understanding of strategic thinking and complex financial forecasting and planning abilities. Well known and respected in the Financial Services Industry, through senior roles with AXA Australia, National Mutual and Industry Bodies.
Mark has Board Directorships on a number of firms and has been on the Ascent Private Wealth board for five years.
Robert (Bob) J. Flew
B. Econ Hons, FAICD, FAus IMM
Bob has over 40 years experience in senior operating, finance, management and non executive director roles in the resources industry. Mr Flew held a number of senior positions at BHP, including roles in the Copper and Coal divisions and head office roles in investor relations, company secretarial and corporate development in a career spanning 36 years.
Mr Flew is currently a non-executive director of Astron Corporation, a Hong Kong company listed on the ASX. He is a past non executive director of Geodynamics Limited, Thiess Pty Ltd, MPI Mines Limited, Bass Strait Oil Company Limited, Leviathan Limited, Perseverance Resources Limited and Tubemakers Australia Ltd. He was the inaugural President of the Queensland Mining Council and past Chairman of CQCA and Gregory Joint Ventures, BHP Mitsui Pty Ltd and The World Coal Institute, and member of Minerals Council of Australia.