GIANNA
THOMSON

Professional business
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

MY VALUES

COLLABORATION
All relationships are built on a foundation of trust and we work in partnership with clients and other professionals.
OUTCOMES FOCUSED
We provide financial advice to help achieve clients' goals so they can live an enriched life..
RESPECT
We acknowledge our clients are busy so we make sure our time together is valuable.
PROFESSIONAL
We provide considered, expert advice.
Fitzpatricks Private Wealth founder, Scoff Fitzpatrick, talks about the company's philosophy to "Live Life on Purpose".

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.

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