Oliver Bourke appointed Chair of CISI Accredited Financial Planning Firm™ Steering Committee
Chartered Institute for Securities & Investment
(Copyright text and images CISI, reproduced with kind permission)
The Chartered Institute for Securities & Investment (CISI) is delighted to announce the appointment of Oliver Bourke CFP™ Chartered FCSI (Financial Planning) as the new Chair of CISI's Accredited Financial Planning Firm™ steering committee. Oliver takes over from Ian Pickford CFP™ Chartered FCSI (Financial Planning) who steps down as AFPF committee Chair after three years.
The appointment was announced at last week's CISI Accredited Financial Planning FirmTM conference in London where 60 financial planners and business owners gathered for an exclusive conference for Accredited Financial Planning Firms.
Oliver Bourke is a CERTIFIED FINANCIAL PLANNER™ professional, and a Chartered Fellow of the CISI and is Managing Director at Mercury Wealth Management. Oliver has been on the CISI AFPF committee for 18 months.
Oliver Bourke, (Photo), 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 CFP™ Chartered FCSI (Financial Planning) 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."
Chris Morris Chartered MCSI, CISI Head of Financial Planning Policy and Engagement said: "I would like to thank Ian for all his years of leadership as Chair of the Accredited Financial Planning Firm™ steering committee. Being a CISI AFPF is the pinnacle accreditation for firms that offer lifestyle financial planning and having Ian's input as both a committee member and more recently as Chair has been invaluable.
"I am delighted that Oliver is stepping up as Chair. His experience as a financial planner, business owner and passion for how technology can enhance the client experience, create firm efficiencies and deliver great client outcomes are all qualities that will resonate with CISI Accredited Financial Planning Firms. Myself and the wider CISI team are excited to work together with Oliver and the committee."
About the Chartered Institute for Securities & Investment
The CISI's mission is to help members attain, maintain and develop their knowledge and skills and to promote the highest standards of ethics and integrity in the securities and investment profession.
Based in the City of London, with origins in the London Stock Exchange, the CISI is a charity with global reach through its representative offices in financial centres such as Colombo, Dubai, Dublin, Glasgow, London, Mumbai and Nairobi. We work in close cooperation with regulators, firms and other professional bodies worldwide and over 44,000 examinations were taken in 81 countries in the last twelve months. With 54,000 members in over 100 countries the CISI is the professional body which sets examinations and offers qualifications for those working in or looking to establish a career in financial planning, wealth management and capital markets.
