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      Professional Financial Planning Services

      • Complete Advisory Service
      • Individually Tailored Investment Plans
      • Locally Owned & Operated
      • Over 60 Years Experience
      • We Pride Ourselves On Excellent Customer Relations
      General Info

      We take the time to care, helping you to identify your personal & financial goals & work with you to achieve them.

      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. Today, the firm continues to provide services within stockbroking and all aspects of financial planning.

      The Financial Planning team is managed by Ashley Madigan with the department being well supported through their specialist staff. The Financial Planning team is experienced in all facets of Financial Services and enjoys providing comprehensive advice in a manner that you will understand.

      Foley, Wilson is well recognised throughout the Western District via all mainstream media sources and provides daily stock market reporting on local radio.

      Services: Retirement Strategies Rollover Advice Social Security Benefits Advice and Planning Individually tailored investment plans Superannuation Advice Self-Managed Superannuation Advice

      Accreditations
      Accreditation badgeAFS Licence No. 231208Accreditation badgeSecure File Transfer
      Email
      Payment method
      mastercard, visa, cash
      Established
      1956
      ABN
      99 006 517 880
      ACN
      006 517 880
      Staff
      11-20
      Ownership
      Locally Owned
      Service Notes
      Open Monday to Friday
      Free Estimates
      Yes
      Other Link
      Category
      Financial Planning
      Commercial
      Yes
      Keywords
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      FAQschevron down

      What services does Foley Wilson & Co provide in Ballarat and the Western District of Victoria?

      Foley Wilson & Co has been providing investment and advisory services since 1956. They offer stockbroking services, financial planning, and personalized guidance to help clients achieve their financial goals


      What affiliations does Foley Wilson & Co have for stockbroking services?

      Foley Wilson & Co is affiliated with Baillieu Holst Ltd, allowing them to offer a full stockbroking service. This includes reviewing existing portfolios, Australian and international shares, commodities, bonds, and fixed income securities


      How can I contact Foley Wilson & Co?

      You can reach them at (03) 5331 2343 or via email at [email protected]. Their office is located at Ground Floor, 17 Lydiard Street North, Ballarat, Victoria 3350