The Chartered Institute for Securities & Investment (CISI) has appointed Holland Hahn & Wills Financial Planning partner and Chartered MCSI Amyr Rocha-Lima as chairman of its Financial Planning Forum committee.
Rocha-Lima (pictured) has been a member of the committee for two years and will take over the role of chairman from Paradigm Norton client director Martin Ruskin, who will be stepping down in January 2021.
The forum encourages members to share ideas and listen to presentations by other practitioners. It provides an opportunity to meet other professionals and engage in open discussions in a confidential setting, as forums are conducted under the Chatham House rules, meaning participants are free to use the information received, but neither the identity nor the affiliation of the speaker(s), nor that of any other participant, may be revealed.
Commenting on his appointment, Rocha-Lima said: "I am honoured to take on the role of chairing the CISI FP Forum Committee and this is an exciting time in the growth of our profession.
"I'm looking forward to working alongside my fellow committee members to continue championing the financial planning movement across the country and helping to encourage the next generation's enthusiasm for a career in financial planning."
CISI head of financial planning Jacquelin Lockie added: "I would like to thank Martin Ruskin, Paradigm Norton Financial Planning, for all his years of support. I'm excited that Amyr will become the new chairman in January 2021. His youth, enthusiasm and love of financial planning shines through everything he does."
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