Mark O’Leary

Private Client Director

Following a 38-year career in financial advice, which included being among a small group of advisers who pioneered the fledgling financial planning industry in the 1990s, I feel well qualified to remain a key part of the next evolution, albeit in a different capacity. Among our clients, we are witnessing significant generational change, both within families and privately owned businesses. This transition story is irreversible, creating demand for advisers who can provide bespoke solutions. These solutions should be tailored to their clients’ comprehensive objectives and developed in collaboration with similarly minded specialists.

I began my career in 1984 and had the pleasure of leading an innovative, respected and nationally recognised financial advice firm from 1997. Our success stemmed from prioritising our clients’ interests, and we continually evolved to meet their ever-changing personal, financial, family, and lifestyle needs.

My greatest satisfaction always came from my role as a financial adviser, working directly with individuals and families, often spanning three generations. Arrow Private Wealth, a firm with a 40-year history, is deeply respected in Australia for its commitment to innovation and client care. I am pleased to join this highly skilled private wealth firm in a business development role.

Our goal is to bolster Arrow Private Wealth's reputation as a premier firm for individuals and families seeking financial and lifestyle solutions perfectly aligned with their specific needs and aspirations.