Luke Heffernan
About Luke Heffernan
Luke Heffernan is the Vice President at Jefferies, with over 13 years of experience in financial services, specializing in M&A, Corporate Finance, and Group Strategy.
Professional Role at Jefferies
Luke Heffernan currently holds the position of Vice President at Jefferies, located in Sydney, New South Wales, Australia. He started this role in 2021. As Vice President, Heffernan delivers strategic advice and execution in the financial services sector, utilizing over a decade of experience in various financial roles. His expertise spans across mergers and acquisitions, corporate finance, and group strategy.
Previous Roles at Westpac
Luke Heffernan previously worked at Westpac, where he served as Associate Director, Mergers and Acquisitions from 2018 to 2021. Prior to that, he was the Senior Manager, Group Strategy, for six months in 2018. His roles at Westpac were based in Sydney, and he was involved in significant strategic planning and M&A transactions within the financial services industry.
Career Experience at BT
Luke Heffernan spent six years in various positions at BT. He worked as Senior Manager, Corporate Finance from 2017 to 2018, and as Senior Manager, Finance from 2012 to 2017. During his tenure at BT in Sydney, he developed substantial expertise in corporate finance and financial strategy, contributing to the company’s financial health and strategic initiatives.
Early Career and Roles Abroad
Luke Heffernan's early career includes roles at Deutsche Bank and EY. He was an Associate at Deutsche Bank in London from 2011 to 2012, focusing on financial services. Before that, he worked at EY as an Accountant, Assurance and Advisory - Financial Services from 2007 to 2009 in Melbourne. These roles helped him build a solid foundation in financial advisory and assurance services.
Educational Background and Professional Accreditation
Luke Heffernan studied Commerce and achieved a Bachelor of Commerce (BCom) at Monash University from 2005 to 2006, and at The University of Western Australia from 2003 to 2004. He is also a CFA Charterholder and a Chartered Accountant, having completed his studies at Chartered Accountants Australia and New Zealand. His educational background and certifications affirm his deep technical expertise and commercial understanding of financial services.