Technical experts

When you team up with us, you get access to a wealth of knowledge and expertise in super and SMSFs.

Meg Heffron - Managing Director

Meg Heffron

Managing Director

  • 25+ years industry experience
  • Senior SMSF Specialist and Actuary
  • Sought-after industry speaker
  • Regular contributor to AFR, The Australian and SMSF publications

Passionate about simplifying complexity to help clients make the most of their super and a trusted source in the development of policy via Government and regulators.

 

Lyn Formica – Head of Education and Content

Lyn Formica

Head of Education & Content

  • 25+ years industry experience
  • Accredited SMSF Specialist Advisor of SMSFA
  • Sought-after presenter
  • Trusted advisor to the ATO

Specialises in technical advice on superannuation to accounting, legal and financial planning industries.

 

Leigh Mansell – Director SMSF Technical and Education Services

Leigh Mansell

Director SMSF Technical & Education Services

  • 25+ years industry experience
  • Chartered Accountant and SMSF Specialist
  • Sought-after presenter
  • Fellow of SMSFA

Specialises in technical support, practical advice and administration help to our clients.

 

Annie Dawson - Senior SMSF Specialist

Annie Dawson

Senior SMSF Specialist

  • 20 years industry experience
  • Chartered Accountant and Certified Financial Planner
  • Accredited SMSF Specialist Advisor of SMSFA

Specialises in providing technical advice to the accounting, legal and financial planning industries.

 

Sean Johnstone – SMSF Specialist

Sean Johnston

SMSF Specialist

  • 13 years industry experience
  • Chartered Accountant, SMSF Specialist and Auditor
  • Offers a unique and practical approach to SMSF taxation, compliance, and accounting

Passionate about distilling the complexities of superannuation into easy to understand formats.

Sue Bhattacharjee – SMSF Specialist

Sue Bhattacharjee

SMSF Specialist

  • 14 years industry experience
  • Chartered Accountant and SMSF Specialist
  • Expert understanding of superannuation (SIS compliance, audit and accounting) and tax laws

Provides comprehensive and practical solutions to clients who are dealing with complex issues.

Courtney Sutton – SMSF Specialist

Courtney Sutton

SMSF Specialist

  • 12 years industry experience
  • Chartered Accountant with strong SMSF experience
  • Expert understanding of superannuation (SIS compliance, audit and accounting) and tax laws

Provides comprehensive and practical solutions to clients who are dealing with complex issues.

Our valued staff

Heffron has a team of over 110 staff operating across Australia. It's always nice to put a face to a name, so please meet the people you are most likely to interact with.

Andrea Connor – Head of Customer

Andrea Connor

Head of Customer

Andrew Hamilton – Director of Strategy and Growth

Andrew Hamilton

Director of Strategy & Growth

Natalie Sillar – Head of Sales and Marketing

Natalie Sillar

Head of Sales and Marketing

Kate Sheringham

Kate Sheringham

Head of Product

Matthew Bogacz – Head of Administration

Matt Bogacz

Head of Administration

Alison McMillan – Chief Financial Officer

Alison McMillan

Chief Financial Officer

Michael Lorimer – National Relationship Manager

Michael Lorimer

National Relationship Manager

Sheldon Marlowe – SMSF Solutions Specialist

Sheldon Marlowe

SMSF Solutions Specialist

Jen Gell – Actuarial Certificates CRM and Team Leader

Jen Gell

Actuarial Certificates CRM & Team Leader

Nic Moran – Client Services Manager

Nic Moran

Client Services Manager

Nick Chandler – Client Relationship Manager

Nick Chandler

Client Relationship Manager

Kylie Hancock – Client Relationship Manager

Kylie Hancock

Client Relationship Manager

Dean Rosario – Client Relationship Manager

Dean Rosario

Client Relationship Manager

Ankit Loona – Client Relationship Manager

Ankit Loona

Client Relationship Manager

Dimitrios Karamanos – Client Relationship Manager

Dimitrios Karamanos

Client Relationship Manager

Lisa Buckingham – Business Transitions Manager

Lisa Buckingham

Business Transitions Manager

Nick Moad – Chief Information Officer

Nick Moad

Chief Information Officer

Jacinta Wheeler – Head of Performance and Culture

Jacinta Wheeler

Head of Performance & Culture

© 2024 Heffron Consulting Pty. Ltd. trading as Heffron.  |  ABN 88 084 734 261  |  AFSL 241739  |  All rights reserved.

The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on the tax and superannuation laws which applied at the time the information was prepared and our interpretation. Your individual situation may differ, the tax and superannuation laws may have changed and you should seek independent up to date professional tax advice. You should also consider obtaining personalised advice from an adviser holding an Australian Financial Services Licence before making any financial decisions in relation to the matters discussed.

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