Your Team

Mark G. O’Toole

Founder – Managing Director – Authorised Representative
BA, CFP™, M Commerce (Financial Planning) Dip FP

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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 FP, CFP

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Authorised Representative 

Daniel has been with the Ascent Private Wealth team since 2015 and is a Certified Financial Planner. 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.

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 joined Ascent Private Wealth in 2015 and have extensive academic qualifications, including two masters degrees in finance and accounting. Tracy has exceptional technical skills with financial modelling and a advanced knowledge of superannuation and insurance. These skills are enable her to perform the investment research that underpins the investment philosophy of the business. I am also the Compliance Officer, ensuring all transactions and decisions are secure and accurate. I am also a member of Financial Planning Association.

Tracy has previously worked as an Accounting clerk. Tracy can speak three languages: English, Mandarin and Cantonese. Outside of the office, Tracy enjoys reading and making handicrafts for family and friends. Tracy is married and has a 2 year old little boy.

Priscilla Fung

Management Accountant/Client Services
B.Comm (Acct & Fin) CPA

Priscilla has over 10 years experience in the accounting and the finance industry. Priscilla is a qualified practicing Accountant and also have a Bachelors Degree in Commerce. Priscilla is originally from Hong Kong and can speak fluent Cantonese, Mandarin and English. In her spare time Priscilla enjoys travel, japanese food and spending time with friends.

Louisa Huber

Communications Manager
B.Bus (Marketing), Adv Dip Business (PR)

Louisa joined Ascent Private Wealth in 2015 and has over 10 years marketing and communications experience. Louisa has previously worked at companies such as Westfield and Carsales.com.au. Louisa was previously the State Manager of Victoria for Non for Profit, Family Business Australia, where she ran Conferences, events and helped family business owners set up family governance. Louisa is Mark’s daughter and feels that this role helped her understand the proper structure that is needed in order to work in a successful family business.

Louisa also has 4 years of Property experience and has her Agent’s Representative Certificate. Louisa is currently completing her Diploma in Financial Planning to broaden her knowledge of the industry.  Louisa’s knowledge about the client experience helps the firm better tailor the client service offering. Louisa enjoys singing, skiing, travel, good food and wine and spending time with her husband and 2 year old little girl.

 

Ethan Spiegel

Assistant Para Planner

Ethan has recently joined Ascent Private Wealth as an Assistant Para Planner. Ethan is currently studying a Bachelor of Commerce majoring in Finance. Outside of work Ethan works as a DJ for corporate events and Weddings. Ethan enjoys spending time with family and friends.