The Chartered Institute for Securities & Investment (CISI) has appointed Steven McBurnie as the new chair of its Paraplanner Interest Group (PPIG).
He takes over from Dan Atkinson who steps down after five years in the role.
McBurnie (pictured) is a certified financial planner, a CISI Chartered Fellow (Financial Planning) and a CISI Chartered Wealth Manager.
He works with Glasgow-based Wright, Johnston & Mackenzie and has been on the CISI PPIG committee for five years.
The PPIG is open to all CISI members and non-CISI members who have a ‘drive and passion’ for paraplanning.
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The group runs events over the year, with its practitioner committee playing a key role in the organising of the CISI annual Paraplanner Conference.
Chris Morris, CISI head of financial planning policy and engagement, said: “I would like to thank Dan for all his years of leadership as chair of the Paraplanner Interest Group. Not only is he one of the nicest people in the profession, he has been, and remains, a tremendous advocate for paraplanning.
“I am delighted that Steven is stepping up as chair. His passion for paraplanning, innovation and collaboration with others provides us with an excellent opportunity to build on Dan’s legacy and continue to raise the profile of paraplanning’.”
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