Self-managed super fund (SMSF) solutions provider, Heffron SMSF Solutions, has announced that Meg Heffron, head of product, will replace Martin Heffron, who will move to a strategy and policy role, as managing director.
According to the Heffron board’s chair, Richard Cawsey, this move and Martin’s focus on SMSF advocacy while being involved in the business as a director would help the company expand its industry influence.
In her new role, Meg, who was currently the key point of knowledge for SMSF trustees and advisers, would drive Heffron both tactically and strategically.
“There is now significant opportunity for us to help the SMSF sector evolve to provide better outcomes for clients, but achieving this requires a two-pronged approach,” Meg said.
“That’s why now ids the right time for me to take on the managing director role, focusing on Heffron’s 2020 vision, while Martin will focus on our 2030 goals.”
The announcement followed a string of senior appointments at Heffron, including Natalie Sillar as head of sales and marketing, Kylie Turner as chief financial officer and Alex Denham as a senior SMSF specialist in the education team.