Cfp™ Steven McBurnie

Steven McBurnie, CFP™, currently serves as a Paraplanner at Wright, Johnston & Mackenzie LLP since April 2022 and has been a Mentor at The Paraplanner Club since March 2024, providing guidance to aspiring paraplanners. Previously, Steven held roles at AAB Wealth Limited as a Financial Planning Associate, RBC Brewin Dolphin as an Outsourced Paraplanner, and Rathbones Group Plc as a Paraplanner, among other positions in the financial services industry. Steven's educational background includes a Level 7 Diploma in Advanced Financial Planning from The Chartered Institute for Securities & Investment and a Bachelor of Arts in Financial Services from Glasgow Caledonian University.

Links

Previous companies

Brewin Dolphin logo

Org chart

Sign up to view 0 direct reports

Get started