Ben Shearman

Whitehead Financial

Silver

10 Yrs Experience

Bundoora, VIC 3083

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Choosing a financial adviser is a big decision, and I understand how important it is to feel comfortable, heard, and supported along the way.

I work closely with people who are approaching retirement or already there, helping them make sense of their options and feel confident about the next stage of life. My goal is to simplify what can often feel complex, and to create a clear, practical plan that supports the lifestyle you’re working towards.

I also enjoy supporting clients at all stages of life. As a father of two, I understand the challenges that come with balancing family, career, and financial priorities. Whether you’re building your wealth, protecting your income, or planning ahead, I’m here to guide you through each step.

My approach is built on genuine relationships. I take the time to understand your story, what matters most to you, and work with you over the long term as things evolve. Financial advice isn’t just about numbers—it’s about helping you feel secure and in control of your future.

Before becoming a financial adviser, I worked in the health and fitness industry, where I focused on helping people achieve meaningful personal goals. I bring that same mindset into financial planning—supporting, guiding, and keeping you on track.

If we’ve worked together, I’d really appreciate you sharing your experience. Your feedback not only helps me continue to improve, but also gives others confidence when choosing the right adviser for them.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Socially Responsible
Growing Assets
Wills & Estates

Fees are determined by the number of strategies that are required for your personal situation

5.00 May 2026

Ben is great to deal with. He's always prepared for my annual super review - takes time to check in and see where we are on our super journey to ensure investments meet current and future needs. He is great at providing advice on strategy options for consideration for the current, short and long term. He has a great wealth of knowledge and gives sound recommendations on rebalancing my existing investment portfolio to reflect the current growth risk profile.

5.00 May 2026

Ben explains everything very clearly and precisely. Pleasure to deal with

5.00 August 2023

Ben was so down to earth, everything explained so we could understand it.. no mumble jumble. We can not thank him enough.

5.00 June 2022

Ben is well informed and relates well to all situations presented to him. I find him to be most helpful and responds to requests efficiently. Highly recommended for all areas of financial assistance.

5.00 June 2022

We switched to Ben Shearman from Whitehead Financial in Greensborough when we became very unhappy with our previous adviser. Whilst our advice from Ben has been restricted so far to revising and reinvesting our superannuation from one fund to another due to us being too heavily invested in growth products which were putting us at too high a risk for our investing strategy, we will be happy to further utilise his advice on aged care and Centrelink, should the need arise in the future. Ben has always advised us in a very knowledgeable, courteous and timely manner. His knowledge of the market is excellent and his advice has saved us lots of money by better investing our funds more safely without losing good return on our funds. He is always easily accessible when we have queries and explains things in understandable terms but is always happy to go over things again if necessary. His recommendations for our super funds sees us happy to hold on in uncertain markets and our funds have always recovered to better than they were before the market fell. We would highly recommend Ben to anyone looking for a financial adviser.