Aaron Whitehead
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
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.
Rocco Liuzzi
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 Advisor, 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.
Pascal Fux
Pascal is the driving force behind our operational excellence. With a keen eye for detail and an unwavering passion for efficiency, he ensures that our financial advisory practice operates seamlessly. Organizational Wizard: Pascal keeps our office humming. His meticulous approach to organizing workflows and processes ensures that we operate at peak efficiency.
Client-Centric Mindset: Pascal’s background as a former financial adviser (with nearly 17 years of experience) uniquely positions him to understand our clients’ needs. He seamlessly bridges the gap between client service and operational excellence.
Transition from Adviser to Management: Having successfully managed The Ebony Rose Group for over 5 years before joining Whitehead Financial, Pascal brings a wealth of practical knowledge to his role.
Passion Beyond the Office: In his free time, Pascal enjoys exploring Melbourne’s vibrant café scene, discovering new restaurants, and immersing himself in the city’s sports and cultural events.
Daniel Cubelic
Daniel is a dedicated Associate with a strong passion for helping clients achieve their financial goals and building long-lasting relationships. With a Bachelor of Business, majoring in Economics and Finance, and a Graduate Diploma in Financial Planning, Daniel combines a solid academic foundation with practical expertise to assist in every client’s financial advice journey. Daniel takes pride in understanding each client’s unique needs, ensuring they feel confident and empowered during the advice process.
Daniel is committed to continuously developing their skills and knowledge to not only stay ahead of industry trends but also to refine the expertise needed to become a trusted and impactful financial adviser. By actively pursuing professional growth through ongoing education, networking, and staying informed on market developments, Daniel aims to provide clients with the highest standard of advice
Outside of work, Daniel enjoys skiing, following the Hawthorn Football Club, and cherishing time with family and friends, balancing a fulfilling professional life with personal pursuits.
Tai To
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.
Derrin Craig
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.
Tracy Smith
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.
Jennifer Valadon
Seamless Support and Client-First Service
A skilled business administration professional with over 16 years of experience in financial planning. Highly motivated and customer-focused, known for loyalty, commitment, and dedication. Consistently exceeds client expectations through diligent, organized, and empathetic service.
Possesses meticulous attention to detail, ensuring tasks are completed to the highest standard. Manages time effectively and maintains a structured approach to all responsibilities. Shows genuine concern for the well-being of clients and colleagues. Trustworthy and committed to putting in the effort required to achieve success.
Outside of work, I enjoy spending time with family and friends, watching French movies, and cheering on my boys at their soccer games. I also enjoy nature walks and summer days at the beach.
Jordan Whitehead
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.
Litsa Balderanos
Litsa has joined Whitehead Financial with over 30 years experience in the Financial Planning Industry.
Over the years she has had multiple roles with one goal in mind and that is to help and service clients with respect, empathy and fully understanding that everyone has different needs.
Good relationships have been formed with our clients and that has made her working days fulfilling.
A happy working environment is also important and willing to help her fellow colleagues to the best of her ability.
Outside work she loves catching up with family and friends and spending quality time with her two children and their partners. Loves the AFL and her mighty Carlton Football Club.
Kate Carmelotes
Kate is a dedicated professional with a Bachelor’s degree in Elementary Education, majoring in English. Her journey from provincial life to the city highlights her adaptability and commitment to excellence. She has taught young learners, excelled in call center roles, and now thrives as a Financial Planning Assistant for over two years. Kate is driven by a mission to serve with integrity and has quickly mastered the intricacies of financial planning.
Outside work, Kate enjoys spending time with her family, pets, and the beach, and loves thriller movies. She embodies passion, precision, and a love for life’s simple pleasures.
Alma Rosales
Bringing a Dynamic Blend of Experience and Enthusiasm
Alma brings a vibrant mix of experience and enthusiasm to her role as Client Service Administrator. She holds a degree in Business Administration, graduating with distinction. Alma’s drive for achievement is evident not only in her academic successes but also in her diverse professional journey.
Her career spans implementing social media platforms' content strategies, teaching, and business and administrative support, all of which have equipped her to excel in delivering efficient and proactive service to our financial advisers. Alma’s varied experiences have honed her ability to adapt, learn swiftly, and approach tasks with a positive outlook.
Known for her keen eye for detail and genuine passion for learning, Alma is committed to enhancing client interactions and ensuring a seamless experience. Outside of work, she loves exploring new destinations, capturing moments through photography and video, and making lasting memories with friends. As an island girl, Alma cherishes time spent with family at the beach, local eateries, and cafes. Family is a top priority for her, and she values every moment spent with loved ones.
Arya Ciriaco
Arya is a dedicated and compassionate individual based in the Philippines. With a background in customer service within the BPO industry, Arya has always been passionate about helping others and providing exceptional support. Now working as a Financial Planning Assistant, Arya continues to bring her expertise and caring nature to assist clients in achieving their financial goals.
Arya’s love for her family and pets is the core of her happiness. She cherishes spending quality time with loved ones and enjoys the playful company of their furry friends. Known for her warm and approachable demeanour, Arya creates a positive and welcoming environment wherever she goes.
Mark Wakim
Mark is a highly driven individual with a bachelor’s degree in business, majoring in financial planning and professional accountancy. Mark strives for excellence in all aspects of his life, with a diverse range of roles across his professional career. With a strong passion for working to better every client’s financial situation, Mark hopes to excel in the financial planning industry.
Outside work, Mark enjoys passionately following the AFL and NBA, playing basketball with friends and travelling globally.
