Heffron names new MD

29 March 2019
| By Oksana Patron |
image
image
expand image

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.

Read more about:

AUTHOR

 

Recommended for you

 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 1 day ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 1 day ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 2 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND