Whitehead Financial
About the Business
Welcome to Whitehead Financial, your trusted source for approachable and easy-to-understand financial advice and retirement planning services in Australia. Located in Bundoora, at 9 Ormond Boulevard, we are a reputable establishment that aims to help Australians grow their wealth and enjoy the retirement they deserve.
Our team of professionals at Whitehead Financial is dedicated to providing you with a superior level of personalized assistance. We understand that each individual's financial situation is unique, and we work closely with you to tailor our services to meet your specific needs and goals. Whether you are just starting to plan for retirement or are already in the midst of it, we are here to guide you every step of the way.
When it comes to financial advice, our expertise is unparalleled. We pride ourselves on our in-depth knowledge of the market, allowing us to provide you with sound and informed advice that can help you make better investment decisions. By investing your funds more safely without sacrificing good returns, we have helped many clients save significant amounts of money.
But don't just take our word for it. Our satisfied clients have described us as brilliant financial advisors who are responsive, professional, and knowledgeable in financial matters. They appreciate our ability to communicate clearly, address any questions or concerns promptly, and always put their needs and requirements first.
At Whitehead Financial, we offer a range of financial planning services to cater to your specific needs. Our services are provided by Whitehead Financial Pty Ltd, ABN 95 166 318 374, which is a Corporate Authorised Representative no 451131 of Affinia Financial Advisers Limited, ABN 13 085 335 397, Australian Financial Services License 237857.
In addition to financial planning, we also provide mortgage and lending services through Whitehead Lending Pty Ltd, ABN 44 613 413 773, which is an Authorised Credit Representative No 483315 of Connective Credit Services Pty Ltd, ABN 51 143 651 496, Australian Credit Licence 389328.
To better serve our clients, we have offices in both Bundoora and Frankston. You can reach us at our Bundoora office by calling 1300 734 547 or emailing office@whiteheadfinancial.com.au. Our Bundoora office is located at 5/9 Ormond Boulevard, Bundoora VIC 3083. If you prefer to visit our Frankston office, it is situated at Suite 3, 30 Skye Road, Frankston VIC 3199.
Whitehead Financial Pty Ltd, ABN 95 166 318 734, is an authorised representative 451 131 of Affinia Financial Advisers Limited, ABN 13 085 335 397, AFSL No. 237857. To learn more about our services, please view our Financial Services Guide.
Choose Whitehead Financial and let us guide you towards a secure and prosperous financial future.
Photos
Location & Phone number
9 Ormond Boulevard, Bundoora, Victoria 3083, Australia
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Our experience with Rocco has been fantastic, very clear and up front with how Whitehead can assist us as well as easily contactable and quick to respond if we need anything. He has offered new avenues of tax reduction, emphasises the importance of super and further strategies as we grow our family, we’ve already recommended him to friends and family"
"Rocco is very professional and efficient in what he does. I would give him 10 out of 10 no problems at all. I would recommend Rocco to anyone that needs financial advice. Keep up the great work Rocco."
"The team at whitehead made the whole process of updating our insurance and comparing and switch super quick and easy. We would recommend them to anyone wanting help to look at anything financial."
"I have been a long term client of Whitehead Financial and had put off their requests for a long time to come in for a review. After catching up with Rocco and listening to what he had to say and where he could see major improvements that could be made with newer products, I now regret not doing it a lot sooner. The fund that I'm now in has already outperformed the previous in only a few months. Rocco was very easy to deal with and I would have no hesitation in recommending his services."
"This was my first time getting my own home loan. The process would have been stressful without the help of Jordan from Whitehead Financial. He was very helpful and friendly from the moment I initiated contact. I highly recommend Whitehead Financial!"
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