Aaron Whitehead

Whitehead Financial

Gold
14 Yrs Experience
Bundoora, VIC 3083

Removing the stress and complication from personal finances.

Aaron understands the impact of well-managed money on someone’s quality of life. He’s proud to be able to give clients a sense of financial freedom and guide them toward a long and comfortable retirement.

Following in his father’s footsteps, he became a licenced Financial Planner in 2010. Establishing Whitehead Financial in 2013, Aaron instilled the principles of hard work, honesty, and care into the company’s ethos. Under his direction, Whitehead Financial has become known for excellent service and high-quality financial advice.

In addition to his many business goals, Aaron also sets himself physical challenges: training for ironman and marathon events, playing competitive rugby and keeping fit and active at the gym. A Collingwood supporter, he has a much-loved family tradition of going to the footy with his wife and three young girls.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Statement of Advice Fee based on scope of advice: Standard $4,400 Complex $6,600

Superannuation/Pension/Investment ongoing advice fee is based on scope of ongoing advice.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.88
  • Number of reviews 6
  • First year providing advice 2010
  • Years of experience 14
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Whitehead Financial

Suite 5, 9 Ormond Blvd
Bundoora, VIC 3083

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Count Financial Limited

AFSL 227232