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

4.95
21 Reviews
5
4
3
2
1
4.95
Clear communication
5.00
Knowledge & expertise
4.90
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 21

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5.00

"John has been an excellent advisor to me for over 10 years. He has helped by providing sound financial guidance early in my working career as well as adapting as my family grew."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Having confidence in John to monitor our superannuation and insurance policies in Australia while living overseas is very reassuring."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John has provded advice to us for many years. He is experienced, has a great knowledge and presents the information in a way that is easily understood. He attends to matters promptly and has a very pleasant manner."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John has provided me with solid, grounded and expert advice for over a decade. I would highly recommend reaching out to John for any questions around super, investments and insurance."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John is personable, knowledgeable in every way. He has given me complete piece of mind over the years and delivered on everything beyond expectations. I wouldn't have achieved the outcomes I have without his sincere guidance and leadership through various aspects of my life."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John has been a great adviser for us for many years. His advice has prepared us well for a retirement and we don't have to worry about a thing. John is now helping our children and we are so pleased knowing that they are now being looked after and getting sound financial advice."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John is a good honest adviser."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"He has ensured he understands our various life stages and circumstances when providing advice. I trust John implicitly and thoroughly value the advice he has provided my wife and me for about 20 years now."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John has been advising us for several years and has been a great help in providing us with financial security and peace of mind. Nothing is ever too difficult for John and as clients we feel he always has our best interests in mind when he provides advice. His approach shows extensive background knowledge of finance and investments and we have no hesitation in recommending him as an Adviser."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have known John for years, he initially helped my Mother with her finances and now me! I have no hesitation in recommending him as I have found him to be honest, understanding and knowledgeable. Sally"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 21

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (DFP 1-7)

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Planning Association of Australia (FPA)
Completed
2001

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
University of Adelaide (UOA)
Completed
1994

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
ThreeSixty
Completed
2005

Master of Business Administration

Level
9 - Masters Degree
Institution
Deakin University
Completed
2008

Master of Management

Level
9 - Masters Degree
Institution
Macquarie University
Completed
2009

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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