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Local Businesses
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SUITE 1, 46 SMITH STREET, KEMPSEY, N.S.W. 2440
Phone: 02 6562 2295 Fax: 02 6562 2297
Email:enquiries@loomisfinancial.com.au
Visit Loomis Financial Website
"We Give People Certainty With Their Financial Needs"
WEALTH ACCUMULATION STRATEGIES - MARGIN LENDING STRATEGIES
SUPERANNUATION AND ROLLOVERS ~ INVESTMENT MANAGEMENT
PERSONAL & CORPORATE RETIREMENT PLANNING & CENTRELINK ADVICE
WEALTH & ASSET PROTECTION ~ DEBT SOLUTIONS ~ ESTATE PLANNING
Loomis Financial is based in Kempsey NSW and one of Australia’s Mid North Coast
premier financial planning organisations.
The business boasts two Financial Advisers, a ParaPlanner and an administration team with
vast experience in wealth accumulation including gearing strategies and funds management,
superannuation and retirement planning, wealth and asset protection, debt solutions,
Centrelink advice and estate planning.
We pride ourselves on friendliness, professionalism and outstanding customer service. Our
primary aim is to give people certainty with their financial needs.
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Principal Timothy Loomis founded Loomis Financial in 1990.
Timothy is a Certified Financial Planner (CFP) with over 16 years in the financial services
industry.
Timothy is also a member of the Financial Planning Association of Australia (FPA).
Email: Timothy Loomis
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Carol has a Diploma of Financial Planning and is currently completing her Advanced
Diploma of Financial Planning.
Carol was recently awarded a MLC scholarship trainee program.
Carol has over 4 years experience in the finance industry and is an
active investor herself.
Email: Carol Round
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Debra has a strong financial background with over 10 years experience.
Debra is dedicated to providing exceptional customer service and ensuring our clients
requirements are implemented to their satisfaction.
Email: Debra Ingall
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Please fell free to give us a call on (02) 6562 2295 or email us
Email:enquiries@loomisfinancial.com.au
For your convenience we have listed the following web links for further information on some
of our main financial providers.
Your first meeting is free of charge and gives you the chance to get to know us. At this
meeting we discuss your lifestyle goals and objectives and begin to map out some possible
strategies for you.
Loomis Financial Pty Ltd
Authorised Representatives of GWM Adviser Services Limited ABN 96 002 071 749
SUITE 1, 46 SMITH STREET, KEMPSEY, N.S.W. 2440
Phone: 02 6562 2295 Fax: 02 6562 2297
Visit Kempsey NSW
Kempsey
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