The Chartered Institute for Securities & Investment has appointed certified financial planner Oliver Bourke as the new chair of its Accredited Financial Planning Firm steering committee.
Bourke takes over from Ian Pickford, who steps down as AFPF committee chair after three years.
Bourke, a certified financial planner and a chartered fellow of the CISI, is managing director at Mercury Wealth Management. He has been on the CISI AFPF committee for 18 months.
Bourke said: “I’m honoured to take on the role of chair of the Accredited Financial Planning Firm Steering Committee. In an evolving landscape, it’s more important than ever that Accredited Firms set the standard for excellence, integrity, and innovation in financial planning. I look forward to working with the committee and our members to continue driving positive change for both firms and the clients we serve.”
Ian Pickford, chartered FCSI, said: “I am delighted to leave the work of the committee in Oliver’s capable hands. His passion for financial planning and future thinking around the impact and use of technology will be invaluable in keeping Accredited Firms at the forefront of the profession.”
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