Dan Atkinson Fpfs Cfp™ App Chartered Fcsi

Dan Atkinson FPFS CFP™️ APP Chartered FCSI currently serves as Head of Technical at Paradigm Norton Financial Planning since April 2020. In addition, Dan holds the position of Chairman of the CISI Paraplanner Interest Group, a role that follows four years of active committee membership. Previously, Dan was Head of Technical at EQ Investors from October 2014 to March 2020, leading a paraplanning team to provide technical support and report writing. Dan also worked at Truestone Asset Management in various roles, including Senior Technical Consultant, where responsibilities included managing workflows and providing comprehensive paraplanning support. Dan began a career in the finance sector as a Trading Team Administrator at Selestia and has an academic background with a BSc(Hons) in Music Technology from the University of Hertfordshire.