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Boris Patkin
Senior Adviser - Morgans Wholesale Services
I provide clients with tailored professional advice based on comprehensive market knowledge, thorough research and years of experience in investment markets and business consulting.
Investment Style
Boris predominantly invests in ASX 200 companies, taking a long-term strategic approach for clients. He believes superior and consistent returns are achievable by investing in quality companies. Through understanding market volatility and the opportunities that can arise, Boris adopts a distinct trading strategy.
Services and Specialties
Margin Lending and Gearing Strategies
Portfolio Administration
Fixed Interest and Cash Management
Stockbroking
Wealth Management
Qualifications and Professional Affiliations
SAA Core 1
Bachelor of Science (Industrial Chemistry)
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Managed Investments
Generic
Securities
Margin Lending
I am employed by Aurora Sydney Pty Ltd which operates the business of Morgans Financial Limited - Sydney Currency House. My employer remunerates me by way of percentage of fees.
