Ascent Private Wealth Ascent Private Wealth

The Board

 

Ascent Private Wealth aims to deliver long-term total shareholder return, taking proper account of employees, clients and others with whom we do business as well as the communities and environments in which we operate. APW places great importance on the values of honesty, integrity, quality and trust. The Board will work to promote and maintain an environment that establishes the principles and approaches for all of its employees and representatives.
The Board is responsible for charting the direction, strategies and financial objectives and monitoring the implementation of those strategies and financial objectives, monitoring compliance with regulatory requirements, ethical standards and external commitments.
In performing the responsibilities set out above the Board should act at all times in a manner that recognises the great importance we place on the values of honesty, integrity, accountability, quality and trust.

Board Members

Mark Birrell Mark Birrell

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 so with Ascent Private Wealth for five years.

  

 


Robert (Bob) J. Flew 

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.

Andrew Fortelny Andrew Fortelny

Andrew has extensive experience in the areas of taxation, property, wealth management and retail. During his time at the Australian Taxation Office Andrew gained experience in audits, project management and public speaking.
Andrew has held senior positions in property services and wealth management companies in both finance and general management.
Andrew has completed a Bachelor of Business majoring in Accounting and Commercial Law and completed studies with the Financial Services Institute of Australasia. Following this with a Graduate Diploma in Property and Construction – Valuation and Planning from the University of Melbourne.  
Andrew is a member of the Certified Practicing Accountants, the Australian Property Institute and Royal Institute of Chartered Surveyors.

 

Feature Article

Ascent Insights - Edition 22 There has been a lot of discussion in the media about the Federal and State Budget over the last couple of weeks. Our clients have been kept informed about any impact there may be to their Comprehensive Financial Lifetime Strategy and any course corrections will be made accordingly. For those readers that are not clients an explanation might be worthwhile. For our clients we prepare a tailored Comprehensive Financial Lifetime Strategy that we review three times a year. Course corrections are made along the way as goals are met, new goals added and personal circumstances change. We are not a factory. Our Comprehensive Financial Lifetime Strategies are bespoke plans. We cycle through a yearly three meeting process and each meeting has a different focus. We have a 144 point checklist process that we use to ensure everything is covered.
Our new mortgage solutions division has been extremely busy. If you, your adult children or friends would like a competitive quote then please contact our office. Our aim is to make the process as easy as possible for you. We come to you to discuss your requirements and have a range of lenders at our disposal. It costs nothing to review and may save you thousands of dollars over the life of the loan.   >> Read more

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Contact Details Suite 103, 12 Cato Street
Hawthorn East VIC 3123

P +61 3 9672 5111
F +61 3 9672 5100

E enquiries@ascentpw.com.au   >> Read more

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Mark G. O’Toole