The Best Women Financial Planners in Australia
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Simone Murray has an extensive background within both the Accounting and Financial Planning industries specialising in medium to high net wealth private clients from all walks of life within boutique service firms.
She entered the profession in 1994 as a trainee accountant and worked her way up to being a highly specialised Senior Tax Manager for many years. Her first introduction to financial planning came in 1995 with an opportunity to learn financial planning within her accounting practice and from there a real passion developed for investment and even led her to a 2-year role in stock broking.
It wasn’t until 2007 that she was given an opportunity to run the Financial Planning division of the Accounting and Financial Planning Boutique firm that she also became a partner in. This gave her the opportunity to really understand the value of advice to her clients and the benefit she could provide to her clients with her in depth knowledge of both accounting and financial planning.
While Simone no longer works as an Accountant she has retained her CPA qualification and continues to keep abreast of education within this field to keep her accreditation and to benefit her clients by being able to identify any possible issues that should be raised with client’s accountants to ensure their planning is not just for the here and now but also deals with the long-term impact that taxation on investments and estates may have on client decisions.
Simone is also deeply committed to the raising of education standards in the industry, and holds a Bachelor of Business (Accounting), Diploma and Advanced Diploma in Financial Planning as well as having passed the FASEA education requirement.
From 2017 – 2019 Simone made a personal decision to take a work Sabbatical and pursue her dream of living in France and learn the language. This time away gave her the space to become really clear on the career direction she wanted to take and really understand her “why”. She has a passion for helping people and wanted to do that in an environment that has the highest of ethical standards and has found that in her role at Rasiah Private Wealth.
Office
L8, 419 Collins Street, Melbourne VIC 3000
CERTIFIED FINANCIAL PLANNER®
Thomson Wealth helps high-income professionals, senior public servants, and successful business owners take control of their financial future—without the stress and complexity.
Led by Gianna Thomson, a Certified Financial Planner® with over 20 years of experience in superannuation and financial services, this Canberra-based firm provides strategic, personalised financial advice. As a trusted Financial Advisor, Gianna works with clients who are time-poor but ambitious—juggling careers, businesses, families, and lifestyle goals.
Thomson Wealth is especially known for its deep expertise in public sector superannuation, including complex defined benefit schemes.
Business owners with trusts and companies also value the firm’s guidance on structuring their finances, building tax-effective wealth, and planning for succession.
From retirement planning and investing in professionally managed share portfolios and property, to funding children’s education and first home deposits, Thomson Wealth delivers advice that is clear, actionable, and tailored to each family’s goals.
The Family Chief Financial Officer service is designed to act as a key member of your financial board—collaborating with accountants, lawyers and other professionals to provide coordinated advice that saves time, reduces hassle, and brings peace of mind.
Book a complimentary 15-minute chat with this Canberra-based Financial Planner and feel confident about your financial future.
Areas of Expertise
Client testimonials
Irene, Academic – “Gianna is the best financial advisor of three that I have known. She has skilfully determined the optimal strategies to maximise our retirement income, providing my husband and I peace of mind about our retirement. I wish that I had met Gianna years ago!”
Rob, Business Owner – “Gianna has helped my wife and I 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”
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.”
Office
38 Allan Street Curtin, Canberra ACT
I’ve been in the financial planning game since 1989, helping folks imagine and then create a better financial future for themselves and their families.
With over 35 years in the business, I still get a real buzz from helping my clients reach their goals, and I’m more passionate than ever about it.
I joined Financial Lifestyle Managers in 2004 after stints with AMP and Westpac. I took to the business straight away – so much so that I ended up buying it in 2006.
In 2012, after six years of growing the client base and helping hundreds of people secure their financial future, I merged with FMD.
A couple of years later, in 2015, I kicked off a new chapter and relaunched Financial Lifestyle Managers to get back to what I love most – helping clients achieve their financial dreams.
And just recently, on 1st November 2024, I merged Financial Lifestyle Managers with Absolute Wealth Advisers to take the next step in providing even more comprehensive financial advice to our clients. It’s an exciting new chapter, and I’m pumped for what’s ahead.
Olivia Maragna is one of Australia’s most respected financial experts. She was featured on Channel Nine in the headline story of the Federal Budget with Ross Greenwood and Laurie Oakes and was invited by the ABC’s 730Report as a panel expert leading up to the last Federal Election.
Olivia has been recognised as a driving force in the finance industry and has been named one of the top 10 most financial influencers in Australia, sharing the list with the likes of David Koch, Ross Greenwood, Alan Kohler and Mark Bouris.
In 2003, she co-founded Aspire Retire, one of the industry’s highest award winning financial advisory firms, servicing clients Australia wide.
Olivia has made a habit of breaking through barriers and has been presented with a Hall of Fame Award for Business Achievement, awarded 2020 Australia’s top Financial Advisers for a second year in a row, the Australian Financial Review’s Top 10 Emerging Leaders for 2014, the WIFS 2013 Financial Planner of the Year and the 2012 AFA Adviser of the Year.
In a career punctuated with Australian ‘firsts’ and major business awards including the Young Business Woman of the Year, MYOB Business of the Year and the AFA Australian Female Excellence Award, Olivia has always been driven by making a difference to her clients.
In recognition of her business achievements and community involvement, Olivia has been chosen as one of eighteen of Australia’s most inspiring female leaders in the Leadership in Focus Forum and represented Australia in a Global Forum in Switzerland.
She is a sought after speaker on money and business across the country at various national/international organisations and currently serves as a judge for the Telstra Business and Women’s Awards.
Olivia has been featured on the front cover of 7 National magazines and has been published/featured in hundreds of articles in mainstream media across TV, print and radio.
Aspire Retire is privately owned and does not have any alliances with big corporations. Operating without commissions, Aspire Retire’s fee model is not linked to percentages or values of investment monies and instead charges agreed flat dollar fees based on the services their clients’ require.
Office
Level 6, 345 Ann Street, Brisbane Qld, 4000
Stevie-Jade Turner – Verse Wealth
CERTIFIED FINANCIAL PLANNER
I’m a Financial Adviser at Verse Wealth, a team of multi-award-winning financial advisers.
I love helping people, and from an early age I’ve had an affinity for complex maths and enjoyed problem solving. It was this combination that lead me to a career in financial advice in 2009. I’ve since spent more than a decade helping clients achieve goals and feel financially secure, as well as coaching many Financial Advisers. I’m passionate about advice that is truly personalised, strategic and I love thinking outside the box to figure out how clients can make sure their money is really serving them.
Qualifications
Our Approach
At Verse, our approach is wildly different to most of the industry. It’s not just about money – it’s about your entire life. Money is just fuel for living the life you want, which means something different to everyone. To learn more about our Approach, click here.
Our Services
Our advice embraces your whole financial life. Your situation will dictate what combination of services and advice you need to make the most of your resources. To learn more about our Services, click here
Our Clients
We work with professionals, pre-retirees, high achievers and more. They reach out because they might be making good money but not making the most of it, are unsure on the right strategy or uncertain about the future. To learn more about our Clients, click here
What our clients say
‘Getting financial advice has been one of the best things we’ve ever done.’ Olivine. M
‘Verse have been indispensable helping my family achieve our goals.’ Greg. P
‘Professional, personable, responsive and highly knowledgeable.’ Ryan. C
‘I could not be happier with their professionalism and knowledge.’ James. F
‘The Verse team will change your lives forever.’Stephen. S
To see more of what our other clients have to say about the experience of working with us, we encourage you to check out our Google reviews.
Recent Awards
If you’d like to have a short, no-pressure chat you can book a call with us, contact us below or visit www.versewealth.com.au
CERTIFIED FINANCIAL PLANNER®
I’m a Financial Adviser at Verse Wealth, a team of multi-award winning financial advisers. I’ve chosen to align my career with a leader in the profession, who listens to clients, values people over product, and provides truly personalised advice. In my more than 15 years in advice, I’ve been dedicated to my clients, as well as championing causes I’m passionate about including promoting females within a historically male dominated profession, and helping attract young people to financial advice as a career choice.
Qualifications
Our Approach
At Verse, our approach is wildly different to most of the industry. It’s not just about money – it’s about your entire life. Money is just fuel for living the life you want, which means something different to everyone. To learn more about our Approach, click here.
Our Services
Our advice embraces your whole financial life. Your situation will dictate what combination of services and advice you need to make the most of your resources. To learn more about our Services, click here.
Our Clients
We work with professionals, pre-retirees, high achievers and more. They reach out because they might be making good money but not making the most of it, are unsure on the right strategy or uncertain about the future. To learn more about our Clients, click here.
What our clients say
‘Getting financial advice has been one of the best things we’ve ever done.’ Olivine. M
‘Verse have been indispensable helping my family achieve our goals.’ Greg. P
‘Professional, personable, responsive and highly knowledgeable.’ Ryan. C
‘I could not be happier with their professionalism and knowledge.’ James. F
‘The Verse team will change your lives forever.’ Stephen. S
To see more of what our other clients have to say about the experience of working with us, we encourage you to check out our Google reviews.
Recent awards
If you’d like to have a short, no-pressure chat you can book a call with us below or visit www.versewealth.com.au
Sally holds a Bachelor of Business degree from Griffith University and was the top graduate from her year. She holds a Diploma of Export Management, a Diploma of Financial Planning from Deakin University and the internationally recognised Certified Financial Planner® practitioner designation, the highest certification for financial advisers in the profession.
Industry Recognition
Sally prides herself in providing exceptional personalised services to her clients. She partners with successful hard working families, business owners, executives, busy medical professionals and separated spouses to make the most of their financial future.
“Sally approaches my finances with skill and overall competence that I value enormously. She is always readily available to answer my questions and responds to them quickly and fully. She always explains my financial matters to me in clear and easy language and gives me realistic future options to consider. I find her intelligence in dealing with my finances very reassuring – it is one of her great strengths.” Dr Frances Jenkins Ashgrove, Brisbane
Office
Level 13/240 Queen St, Brisbane QLD 4000
Debbie has over 20 years’ experience as a financial planner and is passionate about assisting people in reaching their full financial potential.
As the owner of a boutique practice – Rise Advice Pty Ltd – Debbie is able to personalise her service to ensure she meets her clients needs and they are treated as an individual with unique goals and aspirations.
Debbie has deliberately avoided positions at large financial institutions throughout her career, as she truly believes the personal touch adds real value, and she has built this ethos into the core of her practice
There are two mantra’s Debbie repeats to her clients – Education is Power – she seeks to not only assist clients in their financial journey but also help them to learn financial concepts and principals along the way.
The second is Money is a Control Relationship – either you control it or it controls you.
Helping people reach their full potential permeates every aspect of Debbie’s life – both professionally and personally.
She, along with her husband, is an emergency and respite foster carer, has been involved in mentoring young girls from domestic violence backgrounds and was heavily involved with a charity rescuing girls from (or at risk of) sex trafficking.
Qualifications
B Bus, GDip FP, Masters FP
With over 20 years of experience in the financial services industry, Susan O’Neill brings a wealth of knowledge and expertise to her role as a Financial Planner. Beginning her career in mortgage broking in 2003, Susan has honed her skills across a variety of roles, including supporting large broker teams, managing post-settlement queries, and bookkeeping. Her 14-year tenure at Inovayt further solidified her reputation for delivering exceptional service and results. Having recently completed post graduate studies, Susan now focuses on helping clients navigate their financial journeys. Known for her meticulous attention to detail and client-first approach, she delivers tailored financial advice in areas such as investment, superannuation, retirement planning, and cashflow management. Susan’s broad experience and commitment to client success ensure that each of her clients receives thoughtful, strategic guidance to achieve their financial goals.
Susan believes in empowering her clients with the knowledge and tools to take control of their financial future. Her philosophy centres on delivering clear, personalised solutions for every financial decision—from building wealth and managing debt to planning for retirement and protecting what matters most. By focusing on long-term, lifetime financial solutions, Susan ensures her clients are prepared for every stage of life, helping them make confident decisions that support their goals today and into the future. Financial success, in Susan’s view, comes from a blend of expert advice, strategic planning, and continuous support.
Susan’s expertise spans a broad range of specialities. Her career began in mortgage broking, but as a Financial Planner at Inovayt—an industry-leading holistic financial firm—Susan’s advice has evolved to cover all areas of financial wellbeing. From helping clients grow their wealth through investments to maximising superannuation and planning for retirement, Susan’s guidance is built on deep industry knowledge. Her specialties in cashflow management, debt reduction, and family planning reflect Inovayt’s commitment to providing comprehensive, lifelong financial solutions. Susan’s diverse expertise ensures that no matter where clients are in their financial journey, they’re empowered to make confident, informed decisions.
Qualifications
Client Testimonial:
“While I typically avoid surveys, I felt compelled to acknowledge Susan’s exceptional professionalism during our annual review. They surpassed expectations by providing insightful guidance on personal finances and outlining constructive resolutions for the future. Her advice extended beyond just me; they also offered valuable insights into future aspirations and long-term goals that will positively impact my family. Kudos to Susan for her outstanding work—I eagerly anticipate our next review! I couldn’t let Susan’s professionalism go unnoticed at our yearly review. The team went above and beyond on giving advice on personal finances and resolutions moving forward. My loan was never part of the conversation however they have referred me to an internal loan within the company to talk through next steps and actions. Not only for myself, they also gave advice on future and long term goal aspirations that will benefit my family in the years to come. Great work Susan- looking forward to our next year!”
Specialty Areas:
Office
Level 2, 70 Hindmarsh Square, Adelaide
Amanda Cassar is passionate about helping her clients simplify their financial situation.
Knowing that money issues can be one of the top forms of stress, her goal is to help lighten the load for you.
Amanda is an award winning adviser and author, who holds a Master of Financial Planning and specialist accreditations in Self Managed Superannuation Funds and Aged Care advice.
She has been involved in financial services on the Gold Coast since 1992 after graduating from both primary and high school locally.
Wealth Planning Partners and Trusted Aged Care Services are her businesses, run from her offices in Robina.
This is very much a family business, with both Amanda’s adult children involved in the practice.
Contact Amanda for assistance with:
Amanda is also a member of the following organisations:
Office
Suite 110, Level 1 Eastside, 232 Robina Town Centre Drive Robina QLD 4226
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