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
My fees
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
- Number of reviews 6
- First year providing advice 2010
- Years of experience 14
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Highest qualification
- Bachelor of Commerce
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Language spoken
- English
Whitehead Financial
Suite 5, 9 Ormond BlvdBundoora, VIC 3083
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Count Financial Limited
AFSL 227232