2nd Floor Lydiard House 17 Lydiard St North Ballarat 3350

Foley Wilson & Co. Pty. Ltd. opening hours in Ballarat


Foley Wilson & Co. Pty. Ltd. opening hours in Ballarat

Mon
8:30am - 5:00pm
Tue
8:30am - 5:00pm
Wed
8:30am - 5:00pm
Thu
8:30am - 5:00pm
Fri
8:30am - 5:00pm
Sat Closed
Sun Closed
Public Holidays Closed
Open Monday to Friday
Additional Contacts
  1. About Us

  2. Products and Services

  3. FAQs

About Us

Foley Wilson & Co. Pty. Ltd. - Promotion

About Foley Wilson & Co. Pty. Ltd.

AT A GLANCE
  • Complete Advisory Service
  • Individually Tailored Investment Plans
  • We Pride Ourselves On Excellent Customer Relations
  • Over 60 Years Experience
  • Locally Owned & Operated
We take the time to care, helping you to identify your personal & financial goals & work with you to achieve them.
The stockbroking business of Foley, Wilson & Co. Pty. Ltd. commenced trading in 1956 as a partnership (J.N. Cooke, Foley & Co.) with partners Kevin Foley and Jim Cooke providing both stockbroking and public accounting services. In 1985 the firmed acquired the stockbroking business of Ballarat stockbroker A C Wilson and was subsequently incorporated in 1989 as Foley, Wilson & Co. Pty. L

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

Payment Methods

CashCheques
ABN
91 007 211 118
Staff
1-10
Established
1989
Also listed under
Stockbrokers

Products and Services

Foley Wilson & Co. Pty. Ltd. - Promotion

Hours of Operation

Flexible Hours, Open Monday - Friday

Services

Advice & Information, Aged Care, Annuities, Bonds, Budgeting, Centrelink, Debt Agreements, Debt Consolidation, Direct Equities, Estate Planning, Gearing, Income Insurance, Income Protection, Insurance, Investment Strategies, Investments, Life Insurance, Managed Funds, Pensions, Portfolio Management, Redundancy, Retirement Planning, Rollovers, Salary Packaging, Savings Accounts, Self-Managed Super Funds, Setting Up a SMSF, Shares, Social Security Planning, Succession Planning, Superannuation, Unit Trusts, Wealth Creation

Offering

Agricultural, Commercial, QuickBooks

Features

Accredited, Australian Owned, By Appointment, Certified, Disabled Access, Fee For Service, Free Consultations, Home Visits, Independently Operated, Independently Owned, Licensed, Locally Operated, Locally Owned, Member FPA, Mobile Service, Owner Operated, Registered

Issues

Retirement, Retrenchment

Catering To

Couples, Individuals, Men, Professionals, Retirees, Self Employed, Small Businesses, Women

Keywords

retirement plan, financial planning firms, financial advisor, accounting services, financial planning service, insurance financial planning, financial planning services, financial planning insurance, retirement plans, retirement advice, personal financial planning, finance planner, financial planning advisor, find a financial planner, best financial planners, financial plan, financial plans

FAQs

  • 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

  • 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

  • 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