Aaron Whitehead

Director, Advisor

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.

Ben Shearman

Advisor

Changing lives through tailored financial guidance.

Ben takes the time to get to know his clients and provides personalised advice that suits their lifestyle and future ambitions. He uses his extensive business knowledge and skill to improve their financial situation and achieve their goals. His easy-going nature and strong communication style allow him to convey information clearly, keep clients informed, and make decisions about their finances confidently. Ben has a strong set of personal values and applies the same loyalty, dedication, and sense of duty to his work and clients as he does for his family and friends.

Before becoming a qualified financial planner in 2016, Ben had a successful career managing health and fitness centres. A father of two boys, Ben fuels his love of sports by coaching his son’s soccer team and watching the English Premier League and MotoGP.

Derrin Craig

Office Manager

Treating clients with care and respect.

Derrin joined Whitehead Financial in 2020, bringing with her an abundance of administrative experience gleaned from 17 years of working in a private financial planning firm Australia.

As Office Manager, Derrin is the beating heart of the office and enjoys collaborating with the broader team toward a mutual goal. Hard-working and dependable, she believes the best customer service happens when we treat people as we would like to be treated. Providing the highest level of service, she endeavours to make people’s lives easier by building a rapport and ensuring they feel comfortable contacting the company. With the right advice, Derrin finds it rewarding to see people’s financial positions and lives improve.

On weekends, Derrin looks forward to spending time with her daughters, her grandchildren and pets and watching F1 motor racing.

Tai To

Associate

Applying a can-do attitude for excellent client outcomes.

Tai is passionate about achieving brilliant results for Whitehead Financial clients. As an Associate, he’s involved in the tactical planning and preparation of financial advice and enjoys implementing new strategies to improve people’s financial positions. A hardworking and adaptive team member, he guides clients along the journey toward achieving a kind of financial freedom they didn’t think was possible.

Holding a Bachelor of Business in Financial Planning, Tai has big ambitions for his future career in the financial industry.

An avid tennis player, Tai is part of the Tennis Victoria Pennant, Australia’s largest inter-club league. When not on the court, he enjoys watching AFL and NRL, spending time with his family and friends, and aspires to travel around the globe.

Rocco Liuzzi

Associate

Guiding clients toward financial security and freedom.

Drawn to the world of finance as a teenager, Rocco has a rich background in corporate finance and brings an abundance of experience and knowledge to Whitehead Financial. As an Associate, he develops financial plans that are clear, effective, and easy to understand and applies strategic thinking and formulation to build and preserve his client’s wealth.

Rocco prides himself on nurturing long-term working relationships and places emphasis on the quality of service he offers. He enjoys seeing his clients flourish under his guidance and finds it gratifying to help people achieve financial security and freedom.

A lover of the great outdoors, Rocco spends his downtime camping, four-wheel driving or on fishing trips with family and friends.

Jordan Whitehead

Client Services Officer

Taking the worry out of financial decisions.

Jordan is a licensed mortgage and finance broker and has been ingrained in the family business from early in his professional career. He is highly dedicated to his role as Client Services Officer at Whitehead Financial and relishes the variety and diversity of his work. Jordan has an unrivalled work ethic and provides well-researched financial advice and support to the company’s advisors. He reviews, processes, implements financial advice and creates tailored retirement plans that take the worry out of his clients’ lives.

When not in the office, Jordan enjoys keeping active with various hobbies, including surfing, riding, and spending time with his family by the beach.

Deb Jannes

Client Services Officer

Delivering a higher level of personalised service.

A former Practice Manager, Deb has over 40 years of experience in the financial industry. Her sociable personality, strong communication skills and friendly demeanour make her a dynamo in the office. Dedicated to improving internal processes, she is highly organised and constantly looks for efficiencies in how things are done.

Building relationships is one of her many strengths, and her genuine and caring approach makes people feel they have been thoroughly looked after. Focused on achieving the best financial outcomes, she delivers a consistently high level of personal service on which her client come to rely.

She keeps active and busy outside work with various hobbies, including stand-up paddle boarding, cooking, caravanning, and swimming.

Tracy Smith

Client Services Officer

Ensuring an exceptional standard of work.

Tracy is an efficient operator. She takes a no-nonsense approach to her work and delivers projects on time and to an exceptional standard. Before joining the Whitehead Financial team, she enjoyed a long career in the motoring and finance industries and brings a breadth of experience to the office. In her role as Client Services Officer, Tracy appreciates meeting new people and getting to know them and their unique position and needs. She is an exceptional communicator who navigates straight to the point and applies her direct and pragmatic method to get work done.

A long-standing community member, Tracy is involved in various charity organisations and social groups and loves spending time with her family and dogs on the Mornington Peninsula.

Christian Mark

Paraplanner

Keeping the team on track for success.

A diligent professional, Christian keeps the Whitehead Financial team running smoothly. As a Paraplanner, Christian manages the team’s various priorities with skill and capability. A Business Administration graduate, he applies his efficient approach in the office, ensuring necessary financial documentation is prepared to meet deadlines and always delivered with a smile.

Christian enjoys working closely with advisors to shape personalised financial plans and helps develop and regularly review advice. With his assistance, Whitehead Financial generate the very best results for clients.

Outside of the office, Christian enjoys keeping fit and healthy and can often be found playing volleyball with friends.