Meet the Team

PRINCIPAL FINANCIAL PLANNER AND DIRECTOR

From farming to finance

I began my financial career in 2001 as a bank teller in Griffith, New South Wales, after growing up on my family’s nearby farm.

My love of helping people with their money brought me to Canberra and a role providing general financial advice to ComSuper (now called CSC) members and pensioners. This led to a position at the Department of Finance working in their superannuation policy team.

In 2014 I decided to return to a more hands-on role helping Australians make the most of their money. I started advising with an AMP firm.

Going my own way

After being a First State Super Financial Planner of the Year award nominee in 2017, I launched my own business offering financial advice to busy professionals, senior-public servants, business owners and their families. I started the business with Fitzpatricks Private Wealth in 2018 and changed licensees and the business to Thomson Wealth in 2024.

I have built a business that provides flexible, highly personalised service to a limited number of valued clients.

In 2021, I was nominated for two prestigious industry awards for our advice services.

It’s a balance

Life is busy as a successful business owner, mother and wife. I enjoy balancing my career by spending time with family, cross-country running on Mt Ainslie, wine and coffee.

Education

• CERTIFIED FINANCIAL PLANNER®

• Bachelor of Finance

• Money Coaching certificate

• SuperConcepts & ICFS Specialist SMSF course

• Margin Lending Accreditation

• Advanced Diploma of Financial Services (Superannuation)

• Diploma of Financial Services (Financial Planning)

• Advanced Diploma of Business

• Myprosperity Certified Consultant

• Family Law Collaboration training

CLIENT SERVICES MANAGER

I enjoy empowering and helping people find ease and enjoy life to the fullest.

I provide administration support to Gianna and Thomson Wealth as their client services officer. My role includes supporting the team with superannuation and insurance research, processing implementation documents and applications.

EXECUTIVE ASSISTANT TO GIANNA THOMSON

Originally from Sydney, I am a current ANU student completing a double degree in Commerce (majoring in Finance and minoring in Market Research) and Design.

I am passionate about the betterment of people’s wellbeing and love the idea of assisting in that through the means of financial planning. I look forward to developing alongside clients and under the guidance of Gianna.

When I am not in the office, I enjoy music production and getting involved in my extracurriculars as an executive member of both the Financial Management Association of Australia (ANU Branch), and the Latin American Student Association.