Brand profile · Financial Services

Whitehead Financial Pty Ltd

Bundoora, Victoria-based Whitehead Financial Pty Ltd operates in Financial Services. It is privately held, and its site is whiteheadfinancial.com.au. It holds one address on record, all in Australia. Headcount on record is 9. Its work is tagged financial planning, income protection and smsf. One Australian registration (ABN) is a confirmed match. It is listed alongside seven similar brands, mostly in Financial Services.

Profile live Privately Held Founded 2013 1 entity ABN 1 office country
Registry verified · ABR

Key facts

Counted staff
9
self-reported 2–10 band
Founded
2013
13 years
Legal entities
1
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Legal entity

1 brand → 1 confirmed entity
  • WHITEHEAD FINANCIAL PTY LTD

    ABN95166318734

    VICHigh confidenceMatched on exact nameABR

Legal entities

Whitehead Financial Pty Ltd: 1 registry entityWhitehead Financial Pty Ltd is linked to 1 registry entity: WHITEHEAD FINANCIAL PTY LTD (ABN 95166318734, candidate).Whitehead Financial Pty LtdWHITEHEAD FINANCIAL PTYLTDABN 95166318734Candidate · High confidence
Show as table · Whitehead Financial Pty Ltd: 1 registry entity
Whitehead Financial Pty Ltd: 1 registry entity
WHITEHEAD FINANCIAL PTY LTDABN 95166318734
Confirmed matches0 of 1

A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.

Description

Our financial planning philosophy and all we do is focused on working with our clients to achieve their financial freedom. Health and Wellness is the foundation. This may seem an interesting area of focus, but living through a major illness to a parent and a child, I understand that without your health and wellness, all the money in the world cannot give you a fulfilled life.

We place a major focus on understanding cashflow as it provides the momentum needed to start creating your financial freedom. We work with our clients to understand what is essential spending and your discretionary spending is. Other principals include Achieving the Australian dream of not just buying a home, but owning a home. Creating choices, whether it is going on a special overseas holiday, funding private school education for your children, or preparing early for retirement.

We want everyone we work with to experience the joy of home ownership, having savings for a rainy day, peace of mind knowing your family is protected, and having a retirement that allows you the choice to travel and enjoy your hard-earned years of not working.

Specialties

All 8 specialties
  • Superannuation
  • Life Insurance
  • Income Protection
  • Home Loans / Refinance
  • Financial Planning
  • SMSF
  • Retirement Planning
  • Health & Wealth

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
Show as table · Offices in 1 country
Offices in 1 country
Countries1
Primary countryAU

All codes: AU

Addresses

  • AU5/9 Oromond Boulevard; Bundoora, Victoria 3083Primary

Grid intelligence Members

Spending power

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Spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss

People & contacts

4 employee profiles on record · names withheld.

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FAQ

Which legal entity operates under Whitehead Financial Pty Ltd?

One Victoria entity on the ABR: WHITEHEAD FINANCIAL PTY LTD (ABN 95 166 318 734), high confidence.

How many people work at Whitehead Financial Pty Ltd?

9 counted staff profiles at January 2026, inside the self-reported 2–10 band.

Where does Whitehead Financial Pty Ltd have offices?

One address on record, Australia only. Primary: 5/9 Oromond Boulevard, Bundoora, Victoria 3083.

Has Whitehead Financial Pty Ltd raised funding?

None linked to this brand.

What does Whitehead Financial Pty Ltd list as its specialties?

Eight tags on the brand's own list, among them financial planning, income protection and smsf.

Which companies are listed alongside Whitehead Financial Pty Ltd?

1 profile lists Whitehead Financial Pty Ltd as a peer — 42nd percentile in Financial Services. It lists ten peers of its own. Advance Financial Planning lists it back.

What is Whitehead Financial Pty Ltd's website?