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.
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.
Aaron makes our financial advice meeting both purposeful and enjoyable. He is competent and professional. By visiting me at my home, it removes the stress of driving or catching public transport. He follows up on issues raised. Highly recommended.
In my meetings with Aaron I’ve found him to be well prepared & punctual. I appreciate his easy going manner & patience in answering my numerous questions clearly, so as to assist my understanding of my financial situation.
Our experience with Aaron has always been great. He is easily contactable and his team were extremely helpful when we needed assistance filling in forms to claim an insurance payout.
His investment advise has allowed us to continue the lifestyle we had prior to receiving a critical illness diagnosis.
Very good in all aspects of his profession.
Aaron has always communicated with us with a clear understanding of our situation and the knowledge to provide clear advice on our best course of action with regards to our investment needs and pension planning.
- Adviser status Gold
- Number of reviews 6
- First year providing advice 2010
- Years of experience 13
- Bachelor of Commerce
Whitehead FinancialSuite 5, 9 Ormond Blvd
Bundoora, VIC 3083
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Count Financial Limited