Adviser Aaron began working in the financial services industry in 2007, and completed a Bachelor of Commerce majoring in Finance and Financial Planning at Deakin University in 2010. Since that time, he has worked diligently to increase his knowledge and experience to continue providing the best possible advice to clients. He firmly believes that each family is capable of financial security and financial freedom. Aaron is married to his childhood sweetheart, Sarah, and is the very proud father of Matilda. In his downtime he enjoys keeping fit, drinking good coffee and spending time with family and friends
Ben Started with Whitehead Financial as a Financial Planner in January 2016, after finishing his studies with a Diploma in Financial Planning. Ben has a passion for helping people achieve their goals, with extensive business knowledge and impressive personal skills that continue to benefit his clients. Ben and his partner Jamie-lee are proud parents to their son Finley. In his spare time, he enjoys playing soccer for local club Watsonia Heights FC, following motorsport and spending time with his family
Jordan is a licensed mortgage and finance broker. He commenced his career in the financial services industry in 2014. Jordan is always seeking to build on his knowledge, develop his skills and provide well-researched financial advice. In his personal time, Jordan is a yoga teacher, practicing and teaching Vinyasa and Yin. He also enjoys training at the gym, traveling and spending time with family and friends
Namure is Whitehead Financial office manager. She brings her positive attitude, excellent diary management skills and extensive clients services experience to provide valuable support to clients and staff alike. Outside the office, Namure enjoys spending time with her husband, Bobby, and daughters Terira and Summer.
Customer Service Manager
Amanda Joined the Whitehead Team in 2016 after many years within the automotive finance industry. She ensures all our clients are kept up-to-date through excellent communication, care and consistent monitoring of accounts. At home, Amanda loves spending time with her husband, Sam, and their two children, Sebastian and Sofia.
Risk & Compliance Manager
Michael brings more than 15 years of experience in risk, auditing and compliance to Whitehead Financial. He holds a Bachelor of Commerce degree with a double major in Accounting and Business Administration, as well as a Masters in Applied Finance. Michael is also a Chartered Accountant (CA-ANZ), and his previous employers include large organisations such as KPMG, Ernst & Young, Rio Tinto and SEEK. As well as spending time with his wife, Grace, and their two wonderful children, Latisha and Leo, Michael’s life outside work involves mentoring and tutoring young people to reach their potential.
Perri is new to the team at Whitehead Financial. Working previously in the finance industry she brings administrative skills and a passion for people. Perri takes pride in assisting clients achieve their financial goals, whilst trying to make the process as stress free and enjoyable for the client as possible. Outside of work Perri enjoys Crossfit, finding new restaurants, funky bars and spending time with friends and family.
Growing wealth & income planning
How can you make the most of your assets? We have a range of strategies ready to go.
When it’s time to borrow money, we’ll take you step-by-step through a range of loan options.
Protecting & preserving wealth
You need to make sure your assets are secure – now, for the suture, and after you’re gone.