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

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
Wealth Management

Qualifications and Professional Affiliations

SAA Core 1
Bachelor of Science (Industrial Chemistry)


Member of Stockbrokers and Investment Advisers Association (MeSIAA)


Managed Investments
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.