Heffron names new MD

SMSFs self-managed super funds meg heffron

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

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

4 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

4 days 9 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 2 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 4 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

3 days 7 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 days 10 hours ago