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Annie Dawson CFP® is Senior SMSF Technical Specialist at Heffron. Annie specialises in providing technical advice on superannuation matters to the accounting, legal and financial planning industries.
Annie is well placed to understand the needs of accountants, financial planners and their clients, given her experience in both super administration and consulting, as well as providing advice to high-net-wealth clients in a boutique wealth management firm.
Annie has over 20 years of experience in the superannuation industry. Annie is a Chartered Accountant, a Certified Financial Planner® and she is also an accredited SMSF Specialist Advisor of the SMSF Association.