Meet the Team

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.

I finished my bachelor's degree in Business Administration, major in Financial Management.

I enjoy writing random articles, literary pieces whenever I see inspiration on random things. A youth-volunteer on a few community youth organizations aiming to promote camaraderie and youth volunteerism, extending helping hands to my fellow youth.

What mesmerize me most are the views of the land and seascapes, and the calming breeze that touches my soul.

One of my all-time favorite coffee is Caramel Macchiato paired with a slice of blueberry cheesecake or a black forest cake.

With more than 17 years of executive administrative and project-support experience, I bring a calm, organised and proactive approach to my work.

Multilingual in English, Spanish, and Portuguese, I thrive in dynamic environments where clear communication, attention to detail and strong relationships matter.

I have extensive experience supporting senior executives and managing high-stakes, confidential information, always remaining composed under pressure and focused on delivering polished outcomes.

Outside of work, I’m a dedicated craft-maker, a passionate baker (Tres Leches cake is my signature), and an amateur photographer who loves capturing light, movement, and everyday moments.

I feel privileged to contribute my blend of disciplined administration, collaborative energy and creativity to the Thomson Wealth team that values purpose, inclusivity, and excellent results

I grew up in Central West NSW and began my journey in financial services with two years in banking, giving me a solid foundation in client care. I’m currently studying a Bachelor of Commerce, majoring in Financial Planning, as I’m passionate about helping people achieve their financial goals.

In my role as Client Services Officer, I support Gianna and the team in preparation for Annual Review meetings, ensuring a smooth and personalised experience for Thomson Wealth Clients.