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Boh Burima
CERTIFIED FINANCIAL PLANNER®
Branch Manager / Private Client Adviser
I look to optimise the quality of life of my clients by providing them with clear and considered investment advice and strategy.
Boh moved to Australia in 2008 after completing his Bachelor of Economics in Canada. Upon arrival in Toowoomba he commenced working as a Financial Adviser for a local boutique financial planning firm. He includes all aspects of portfolio theory including technical and fundamental analysis for his direct equity portfolios, and enjoys building and developing long term relationships with his clients.
Investment Style
Boh seeks to understand his clients circumstances and objectives in order to establish appropriate strategies to suit their needs. He utilises holistic advice in wealth creation, estate planning, retirement income planning, superannuation, insurance and gearing. Boh has a preference for developing direct equity portfolios in Australian shares.
Services and Specialties
Personal Insurance
Stockbroking
Wealth Management
Self-Managed Super Funds
Retirement and Estate Planning
Margin Lending and Gearing Strategies
Qualifications and Professional Affiliations
Advanced Diploma of Financial Services
Ethics and Professional Relationships
Bachelor of Economics
Master of Applied Finance
Diploma of Financial Services
Associations
No items found.
Competencies
Derivatives Level 1
Securities
Life Insurance
Superannuation
Financial Planning
Managed Investments
Margin Lending
Generic
I am employed by Chalk Capital Pty Ltd which operates the business of Morgans Financial Limited - Toowoomba Chalk Capital. My employer remunerates me by way of salary. As a shareholder of Chalk Capital Pty Ltd, I may be entitled to a share of profits.
