Meet the Team

  • Gianna Thomson financial planner

    Gianna thomson

    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

  • Craig Horley

    BUSINESS INSURANCE STRATEGIST

    I was in born rural Victoria, grew up in Papua New Guinea, boarded at Cranbrook in Sydney and studied at ANU.

    I started in the financial planning industry in Canberra in the mid 80’s, so I have helped clients navigate through the GFC and Black Monday in 1987! I was a Partner at large Canberra advice firm and lead the NAB Business Risk Specialist team whereby I provided advice to business owners on how to protect their personal and business assets in the event of them or their partner dying or becoming seriously unwell or disabled; protecting key person revenue, capital and succession of ownership.

    Although I retired my financial planning license a few years ago, my background in financial planning, technical expertise as a business protection specialist and commitment to customer service is an asset to Thomson Wealth.

    When not assisting clients, I enjoy the company of my wife Keron and two grown up kids, mountain biking at Mt Stromlo or around Canberra, and I support the Roosters, Canberra Raiders and Carlton. You might also catch me on the tennis court.

    My claim to fame is that I have seen Elvis perform live!

    If you’re a business owner who is keen to chat with me, you can reach out to me via the Contact Us page.

  • ROSE ANN-AMLOG

    CLIENT SERVICES MANAGER

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

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

Our VALUES

  • COLLABORATION

    All relationships are built on a foundation of trust and we work in partnership with clients and other trusted professionals, ensuring everyone is aligned to important outcomes and the client’s Life Plan.

  • OUTCOMES FOCUSED

    We provide financial advice to help achieve clients’ goals and simplify the complex, so they can live where they want, love what they do, learn and leave a legacy they’re proud of.

  • RESPECT

    We acknowledge our clients are busy so we make sure our time together is valuable.

  • pROFESSIONALISM

    We provide considered, expert advice as our clients’ Family Chief Financial Officer. As we are focused on ‘less clients; high relationships’ means we are available when clients need us.

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tesitmonials

  • Bryan, Lawyer

    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.

  • Deanna, MORTGAGE BROKER

    Gianna has been amazing to work with over the past 4 years. Responsive, caring and knowledgeable. Thanks Gianna!

  • Gisela, SENIOR PUBLIC SERVANT

    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.

  • Dale, BUSINESS OWNER

    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.

  • Tim, ACCOUNTANT

    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.

  • Evie, Lawyer

    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.

  • Mark, Professional

    Gianna listens and understands our personal circumstances, 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.

Get in touch.