Heather Locker is a Director at Sullivan Dewing with vast knowledge of business, taxation and accounting. She works closely with her clients to ensure they are financially well organised and not paying any more tax than is required.
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Heather holds her CA SMSF Specialisation and works closely with self-managed superannuation clients to ensure their retirement funds comply with the complex superannuation legislation. She has also completed her Diploma of Financial Planning.
QUALIFICATIONS
& REGISTRATIONS
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Chartered Accountant (CA)
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CA SMSF Specialisation
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Diploma of Financial Planning
SPECIALISATIONS
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Self-Managed Super Fund (SMSF) strategy and compliance
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Business taxation
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Retirement and superannuation planning
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Financial organisation for business owners
AWARDS
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Rotary Award for Vocational Excellence (2023)
LIFE OUTSIDE OF WORK
Heather enjoys an active life outside of work, spending time with her husband and children.
