Boh Burima
Branch Manager / Private Client Adviser
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
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
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.
I am employed by Chalk Capital Pty Ltd which operates the business of Morgans Financial Limited - Toowoomba. My employer remunerates me as your adviser by way of salary. As a shareholder of Chalk Capital Pty Ltd, I may be entitled to a share of profits.
