GIANNA
THOMSON
THOMSON
Professional business
woman, investor and
superannuation nerd!
woman, investor and
superannuation nerd!
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 became a financial planner with AMP Financial Planning and First State Super Financial Services.
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 decided to build that business by providing a flexible, highly personalised service to a limited number of valued clients and chose Fitzpatricks Private Wealth to be my licensee.
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.
Of course, I enjoy setting my clients up financially so they can focus their valuable time on their family, health, hobbies and career too!
The Fitzpatricks difference
We adopt a goal-based advice approach to help our clients become motivated, energised and in control of their life plan.
This model comes from the renowned Sydney-based financial group Fitzpatricks Private Wealth, and it is under the Fitzpatricks brand and with the backing of their considerable resources that I provide financial advice as one of their licensees.
In addition to over 20 years of industry experience, I have over a decade of relevant education from business and superannuation to financial planning.
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
Gianna helped me re-evaluate my finances to ensure they were efficient and effectively working for me. Gianna also helped me start my investment portfolio and developed a plan to build me wealth. Gianna's advice and support was invaluable, timely and responsive to my needs. I would highly recommend Gianna's financial planning services for anyone who needs knowlegable advice for a financial friend.
Bryan LAWYER
Gianna has been amazing to work with over the past 4 years. Responsive, caring and knowledgeable. Thanks Gianna!
Deanna MORTGAGE BROKER
Before meeting Gianna I had no idea of my financial circumstances. I wish we had met her earlier.
Gianna provides friendly and supportive assistance. She is articulate and her advice is easily understandable. Gianna has shown an extensive knowledge of the financial industry. I have no hesitation in recommending Gianna to anyone needing financial assistance. I have been very pleased with her assistance and advice.
Gisela SENIOR PUBLIC SERVANT
Gianna has a wealth of knowledge and able to answer any of our concerns with confidence. She is constantly in touch to keep us on up to date and on track which is very helpful for as work and life get very busy. We are only a new client but confident Gianna's advice and guidance will be of great benefit in the future.
Dale - BUSINESS OWNER
Gianna has given me advice since I had a career change and was contemplating a redundancy payment. Gianna is always very prompt in responding to my questions and takes an interest in understanding my life goals as part of getting a full conversation on how my family and I could structure our finances that was aligned to what we wanted. I have always found Gianna to be an extremely good listener and she complements that with good advice which is always very well explained so that I am comfortable in making decisions , backed up by her technical and industry knowledge. Gianna is always prompt , courteous and extremely professional and it is a pleasure having her as our financial adviser.
Tim - ACCOUNTANT
Gianna has given me advice in areas including insurances, budgeting, bank account structures, ethical super funds and managing debt. Gianna was able to explain things to me in a clear way and help me to manage my finances in alignment with my goals. Through Gianna's knowledge and experience, I feel very confident that the advice given was right for my needs.
Evie - LAWYER
Gianna listens and understands our personal ciircumstances, issues and goals; understands the current taxation laws, markets and opportunities. We have turned around our savings and longer term prospects for the remainder of our working years heading into less worry about our retirement years ahead. Thank you Gianna.
Mark - PROFESSIONAL
MY VALUES
COLLABORATION
OUTCOMES FOCUSED
RESPECT
PROFESSIONAL
Fitzpatricks Private Wealth is a national advisory and wealth management firm which is part of the Fitzpatricks Group specialising in estate planning, wealth preservation, financial management strategies and investment management.
Gianna’s clients are typically successful business owners, high income professionals, senior public servants and families. Fitzpatricks Private Wealth has earned a reputation for unwavering commitment to these clients based on the core principles of genuine client advocacy, quality advice, and world class portfolio construction services.
