John Foley Email & Phone Number

An experienced financial services professional with over 25 years financial markets experience. I am passionate about creating, managing and protecting wealth for my clients. Over 20 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 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 served as Chairman of the Board of the Irene Gleeson Foundation for 4 years, in which time I initiated a sustainable strategy for the organisation. 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.

Listed skills include Investments, Financial Services, Retirement Planning, Strategic Financial Planning, and 23 others.