Gianna Thomson

Fitzpatricks Private Wealth

Platinum
18 Yrs Experience
Kingston, ACT 2604
I enrich the lives of professionals, self-funded retirees and business leaders by providing advice that gets them personally and financially well organised. We start with where you want to be in 10 years’ time, where you are now, and create a practical plan to guide you through to where you need to be in 3 years’ time. You're welcome to book a complimentary 15min phone call via my website www.giannathomson.com.au/contact

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Property Investment
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Complementary 15 minute phone call, booked via my website.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.80
  • Number of reviews 28
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Fitzpatricks Private Wealth

11 Parbery St
Kingston, ACT 2604

Meeting methods

  • In person
    In person
  • Video call
    Video call

Licensed by

Fitzpatricks Private Wealth

AFSL 247429

4.80
28 Reviews
5
4
3
2
1
4.85
Clear communication
4.80
Knowledge & expertise
4.80
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 28

Sort by

5.00

"Gianna has given me and my husband advice in areas including investments, superannuation and retirement planning. Gianna was usually able to explain things to me in a clear way. Through Gianna's knowledge and experience, I feel very confident that the advice given was right for my needs and we will be well placed for retirement."

  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Complex Investments
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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."

  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Gianna has a passion for assisting people get the best results from their income. She helps uou set clear goals, define what you want to achieve and offers advice that's easy to understand. I wouldn't hesitate to recommend her."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Gianna has advised me in the area of a self-managed super fudn. She has also provided me with information regarding updating my will. Gianna always explains things clearly and is very willing to answer all questions asked. She is always makes herself available to respond to phone or email queries. I fell confident Gianna will look after my needs to the best of her ability."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Gianna has given me advice in areas superannuation, shares and insurance. Gianna explains things in a way I can understand it. I feel very confident that Gianna's advice is right for my needs and is well thought through based on the circumstances I am in. Gianna is very personable and its a pleasure to work with her on my financial goals!"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I approached Gianna because I was feeling financially lost. I had spent years with the singular focus of saving for my first home, and after that I achieved that, I wasn't sure what was next. Gianna helped me articulate my goals (both financial and personal) and helped devise a strategy to achieve them - from cashflow management, to strategies to reduce my debt quickly, an investment strategy to grow my wealth, insurances and assistance with estate planning. She provided the clarity I needed and a clear path forward to set me up for success in the future."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I reached out to Gianna because I knew I should be doing something with my Superannuation but didn’t know where to start. We spent time getting clear on my current financial situation and setting some clear short and long term goals. As a result I now have some financial goals that I’m exited about and that I’m confident with Gianna’s recommendations and support, that I can achieve. She also reviewed my insurances and brought awareness to an area that to date I knew nothing about. I am now confident that I have the insurances in place to support myself and my loved ones if necessary."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Gianna has helped my Wife and myself get our financial life back on track when we never would have ourselves. Gianna was also an essential team member helping our small business survive through Covid Lockdowns/closedown period. Gianna is professional and personable"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Having been in full time employment for over 40 years, I was quite apprehensive in dealing with the financial challenges of impending retirement. Gianna was able to identify the key areas that I needed to consider and she provided comprehensive and easy to follow advice. This was my first ever appointment in seeking professional financial guidance and I was pleasantly surprised with the relaxed and friendly manner in which the interview was conducted."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 28

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (DFP 1-4)

Level
6 - Advanced Diploma, Associate Degree
Institution
Association of Superannuation Funds of Australia (ASFA)
Completed
2009

Bachelor of Finance

Level
7 - Bachelor Degree
Institution
University of Canberra (UC)
Completed
2013

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2016

SuperConcepts and ICFS Specialist SMSF Course

Level
0 - Training / Exam / Other
Institution
University of Adelaide (UOA)
Completed
2018

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Association of Superannuation Funds of Australia (ASFA)
Completed
2009

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Tax Practitioners Board (TPB)

Membership type
Member
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