About Us

Cooke & Foley was founded in 1946 and has become one of the largest, most respected accounting firms in country Victoria. We are now a three partner firm headed by Steven Davidson, Paul Foley and Kym Cassells. We specialise in small business and offer our clients a range of accounting, tax, business coaching and financial planning services.

We are located in the heart of Ballarat in western Victoria, however, the latest technology allows us to service clients in the local region as well as Melbourne, country Victoria and interstate. Our focus is not just on the traditional small business accounting and taxation compliance services as we endeavour to deliver strategies to help our clients grow their business and accumulate personal wealth. We continue to adapt our service offerings to suit the needs of our clients.

Our experienced team have skills in a number of specialist areas including business start-ups, self managed superannuation funds and negative gearing of property. Over the years we have also developed expertise in a number of varying industries including property development, the building trades, retailers, farmers and hospitality industry just to name a few.

If you're looking for a business adviser to help you build your business and grow your wealth, speak to one of our pro-active team members today on (03) 5331 2600.

History of the Firm

The accountancy practice of Cooke & Foley Pty Ltd was founded by Mr Jim Cooke in 1946, who had moved to Ballarat from Melbourne to commence public practice. Mr Cooke initially established the practice at 44 Lydiard Street South and was joined by Mr Kevin Foley in 1956.  Mr Foley, who had been Company Secretary of Eclipse Motors, had also moved from Melbourne to return to his home town of Ballarat.

Both Jim Cooke & Kevin Foley were involved in many community activities and were also heavily involved in a variety of sporting organisations in Ballarat at the highest level. As the firm grew, Kevin became involved in the sharemarket as a Stock and Share Broker and his sons Brendan & Dennis Foley joined the firm and worked with their father until Kevin’s passing in 1982.

The firm has grown from a small accounting and tax practice to one of the largest and most respected firms in country Victoria. With the growth the firm relocated to 17 Lydiard Street North and Steven Davidson joined Cooke & Foley in 1983 and was admitted as a Director in 1986.  Paul Foley, the youngest member of the Foley family was educated at Ballarat University and completed his Bachelor of Commerce in 1988 and was admitted as a Director in 2006. Kym Cassells joined Cooke & Foley direct from the University of Ballarat after obtaining her Bachelor of Commerce and was admitted as a Director effective from 1st July, 2012.

Cooke & Foley Small Business Advisors have a diverse client base that spans a number of industry sectors including primary production, construction, trades, property development, manufacturing, retail and a long established client base in the hospitality sector. We have retained the Cooke & Foley name and the Directors take great pride in carrying on the traditions of the firm’s founders, being heavily involved in many local community activities and organisations and providing outstanding tax compliance and business advisory services to small business throughout Victoria and interstate.

At Cooke & Foley Small Business Advisors, we are committed to the success of our small business clients and are proud of our heritage. Our mission is best summarised in our slogan, helping you ‘Build Your Business & Grow Your Wealth’.

Cooke & Foley Small Business Advisors - Build Your Business, Grow Your Wealth 

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