Mark Gerard O’Toole
Financial Adviser in Hawthorn East, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000241866
- Location
- Hawthorn East VIC 3123
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 29 January 2021
- First provided advice
- 1993
- Qualifications
- Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (1996); Diploma Financial Planning, Royal Melbourne Institute of Technology (RMIT) (1996); Master of Commerce (Financial Planning), The University of Western Sydney (2002); Advanced Strategies for Self Managed Superannuation, MLC (2004)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide personal advice on Margin Lending Facility, Aged Care or Listed Securities (Portfolios > $300k).
- Tax (financial) advice
- Yes
- Register status
- Current
About Mark Gerard O’Toole
On the Financial Advisers Register kept by ASIC, Mark Gerard O’Toole appears as a current financial adviser in Hawthorn East, Victoria, adviser number 000241866.
The licensee Mark advises under is Count Financial Limited (AFS licence 227232). That authorisation dates from 29 January 2021.
According to the register, Mark first provided financial advice in 1993. Qualifications and training on file include Certified Financial Planner (CFP) (Financial Planning Association of Australia (FPA), 1996), Diploma Financial Planning (Royal Melbourne Institute of Technology (RMIT), 1996) and Master of Commerce (Financial Planning) (The University of Western Sydney, 2002). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to provide personal advice on Margin Lending Facility, Aged Care or Listed Securities (Portfolios > $300k).”
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Questions people ask
Is Mark Gerard O'Toole a registered financial adviser?
Yes. Mark Gerard O'Toole is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000241866.
Which licensee does Mark Gerard O'Toole work under?
Count Financial Limited, Australian financial services licence 227232.
What can Mark Gerard O'Toole give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not authorised to provide personal advice on Margin Lending Facility, Aged Care or Listed Securities (Portfolios > $300k)."