CISI appoints four members to Financial Planning Forum committee

Fortitude Financial Planning director Neil Bailey , who has had previous experience on the Institute of Financial Planning board before it was moved under the CISI umbrella, has joined the committee alongside Holland Hahn & Wills financial planner Amyr Rocha-Lima. Joining the two financial planners are SJP partnership development senior manager James Mallinson and Statis Asset Management director David Hearne, who was previously a member of the CISI's wealth management professional forum. The forum encourages CISI's financial planning members to share their ideas and listen to present...