John Foley

Imfg

Platinum
24 Yrs Experience
Sydney, NSW 2000

An experienced financial services professional with over 25 years financial markets experience. I am passionate about investment opportunities as well as creating, managing and protecting wealth for my clients.

Over 16 years running my own successful financial planning business and 7 years with leading financial services companies. I have also obtained a degree in Economics, a Masters in Management and an MBA from Australia’s leading business schools. I am a member of the Australian Association of Financial Advisers and a Board Member of The Irene Gleeson Foundation.

I closely follow global markets and constantly seek the best value investment opportunities around the world. I seek to protect clients wealth with appropriate risk management strategies and engage in long term planning for my clients’ wealth creation.

Over the years, I have supported a numerous philanthropic causes, with the greatest involvement being Opportunity International and Compassion Australia. I currently serve on the board of the Irene Gleeson Foundation.

Specialties: Financial Markets, Investments, Risk Management, Insurance, Superannuation, Business Succession, Philanthropy

I am blessed to be able to do meaningful and fulfilling work with wonderful clients, literally changing their lives, and love having the support of family and dear friends.

Expertise

  • Financial Hardship
  • Redundancy

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 21
  • First year providing advice 1998
  • Years of experience 24
  • Highest qualifications
    • Master of Business Administration
    • Master of Management
  • Language spoken
    • English

Imfg

Level 8, 171 Clarence St
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Imfg Pty Ltd

AFSL 527657