A city skyline at night with a boat in the water.

Boris Patkin

Authorised representative number: 000417977

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 - George Street. My employer remunerates me by way of percentage of fees.