CISI appoints chair of Paraplanner Interest Group

Steven McBurnie | Supplied

The PPIG is open to all CISI members and non-CISI members who have a drive and passion for the profession of paraplanning. The PPIG runs events over the year, with its practitioner committee playing a key role in the organising of the CISI annual Paraplanner Conference.

Steven McBurnie is a Certified Financial Planner, a CISI Chartered Fellow (Financial Planning) and a CISI Chartered Wealth Manager. He is a paraplanner with Glasgow based Wright, Johnston & Mackenzie and has been on the CISI PPIG committee for five years.

McBurnie said: “I’m extremely flattered and excited to be taking on the role of chair of the CISI Paraplanner Interest Group Committee. It is a true honour to be approved by my fellow highly experienced committee members. Dan has done an absolutely fantastic job in helping create our annual Paraplanner Conferences and online events by dedicating a lot of time, energy and effort to make them inspiring, engaging and insightful.”

Dan Atkinson CFP Chartered FCSI (Financial Planning) said it has been a pleasure to lead the CISI's Paraplanner Interest Group's committee. He added: “I've loved every minute and look forward to continuing to serve the profession as Steven takes the reins.”

Chris Morris Chartered MCSI CISI head of financial planning policy and engagement thanked Atkins for his years of leadership as chair of the Paraplanner Interest Group. He said: “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.”