Foley Wilson & Co. Pty. Ltd.
Investment & Wealth ManagementLucas, VICABN 91 007 211 118
Professional Financial Planning Services
Company Overview
Our boutique firm situated in the heart of Ballarat was established over 30 years ago and is recognised as a leading financial advisory firm in Ballarat. The stockbroking business of Foley Wilson & Co commenced trading in 1956 with partners Kevin Foley and Jim Cooke providing both stockbroking and public accounting services in Ballarat and surrounding districts. In 1985 the firm acquired the stockbroking business of A C Wilson and has subsequently formed Foley Wilson & Co in 1989.
Services & Expertise
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Additional Services
Service Focus
- Portfolio Management33%
- Asset Allocation33%
- Retirement Planning34%
Service Area
VIC100%
Client Size
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