Meet the Team

Thomson Wealth is here to help

This three minute video will inform you about Thomson Wealth and the team.

Gianna Thomson, Principal Financial Planner of Thomson Wealth.
Mariana Vertamatti, Executive Assistant to Gianna Thomson at Thomson Wealth.
Rose, Client Services Manager at Thomson Wealth in Canberra.

Our team of experts

  • 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

  • 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.

  • After over a decade as a Hospitality and Property Manager, I decided to switch gears and dive into the world of financial advising.

    Now, as an Executive Assistant to Gianna, I get to use my administrative skills to support both her and our clients. My days are a whirlwind of managing Gianna’s diary, assisting with client inquiries, and tackling a variety of tasks that keep things exciting and ever-changing.

    Outside of work, I’m a travel enthusiast and a good coffee lover. When I’m not in the office, you’ll likely find me chasing after my little ones or planning our next family adventure

     

Our Values

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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.

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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.

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Respect

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

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Professionalism

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

Gianna Thomson, Women in Finance Awards 2021 finalist badge for Financial Adviser of the Year.
Thomson Wealth is registered to provide tax advice.
Gianna Thomson IFA Excellence Awards 2021 Finalist badge for Goal-Based Adviser of the Year

  • Gianna has a wealth of knowledge and able to answer any of our concerns with confidence.

    Dale, Fyshwick, ACT

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