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Executive team

Key People

 

We aim to attract and retain the best SMSF professionals in Australia who are passionate about delivering valuable services to clients.  The summary below will help you to get to know them better.

Martin Heffron – Managing Director  
(BSc, MTax, CA)

Martin established Heffron SMSF Solutions with his wife Meg and is now the driving force behind managing and overseeing the operations and key decisions as they affect our business and especially our clients.

Martin is committed to ensuring that Heffron SMSF Solutions is Australia's most highly regarded SMSF service provider.

 

Meg Heffron  - Head of Customer    
(BEc, FIAA)

Meg co-founded Heffron with Martin in 1998 and these days she is responsible for constantly improving and expanding the services the business offers to advisers, accountants and trustees of SMSFs.

She is a qualified actuary and is one of the country’s leading SMSF experts.  She is regularly invited to present at conferences and other professional development events to share her insights on SMSF strategies and opportunities. 

 

Paul Sarkis – Director -Technical Sales
(BEc - Economics and Accounting)

Paul has over 20 years experience in the financial services industry and is primarily responsible for working with advisers and trustees and growing Heffron SMSF Solutions' SMSF administration and fund establishment services.

Prior to joining Heffron SMSF Solutions, Paul held a number of senior roles including Head of Product for at HUB24 and Head of Technical Services at MLC.

Leigh Mansell – Technical Services Manager  
(BSc, CA, ASIA)

Leigh is the manager of the technical team and intimately involved in developing Heffron SMSF Solutions' range of technical material for clients                               

One of Leigh's greatest attributes is her ability to make complex concepts appear simple and clients value this highly.  She also provides technical support and training to our fund administration team, ensuring that they are always briefed on the latest rulings, legislative changes and SMSF opportunities as they affect our fund administration clients.

Andrea Connor - SMSF Administration - Operations Manager   

Andrea Connor is one of the most experienced SMSF administration managers in Australia and has been
working at Heffron SMSF Solutions for over 10 years.

She has been instrumental in the development of Heffron SMSF Solutions' administration business over the past decade and a major contributor to the reputation Heffron SMSF Solutions now enjoys as the country's premium comprehensive SMSF provider.

As the leader of Heffron SMSF Solutions' largest business unit, her experience, practical approach and common sense give her the skills she needs in order to manage competing stakeholder priorities.