Technical experts

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

Meg Heffron 500px

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 500px

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 500px

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 500px

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 500px

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 500px

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.

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 500px

Andrea Connor

Head of Customer

Andrew Hamilton 500px

Andrew Hamilton

Director of Strategy & Growth

Nat Sillar 500px

Natalie Sillar

Head of Sales and Marketing

Kate Sheringham 500px

Kate Sheringham

Head of Product

Matthew Bogacz 500px

Matt Bogacz

Head of Administration

Alison McMillan 500px

Alison McMillan

Chief Financial Officer

Michael Lorimer 500px

Michael Lorimer

National Relationship Manager

Sheldon Marlowe 500px

Sheldon Marlowe

SMSF Solutions Specialist

Nic Moran 500px

Nic Moran

Client Services Manager

Jen Gell 500px

Jen Gell

Actuarial Certificates CRM & Team Leader

Nick Chandler 500px

Nick Chandler

Client Relationship Manager

Kylie Hancock 500px

Kylie Hancock

Client Relationship Manager

Dean Rosario 500px

Dean Rosario

Client Relationship Manager

Ankit Loona 500px

Ankit Loona

Client Relationship Manager

georgie mcinnes

Georgie McInnes

Client Co-ordinator

Lisa Buckingham 500px

Lisa Buckingham

Business Transitions Manager

Nick Moad 500px

Nick Moad

Chief Information Officer

Jacinta Wheeler 500px

Jacinta Wheeler

Head of Performance & Culture