Senior Investment Analyst
Email Address: firstname.lastname@example.org
Phone: +61 (3) 9623 6366
Balraj joined Lonsec in 2018 and is responsible for research and analysis of Australian and Global managed funds across a range of different asset classes. Balraj’s primary focus is the Property and Infrastructure sectors, covering both unlisted Direct Asset syndicates and listed securities funds (A-REIT, G-REIT and Infrastructure).
Prior to Lonsec, Balraj worked at ANZ for several years as a Financial Planner, and before that as a Foreign Exchange Dealer and Assistant Relationship Manager within ANZ’s Global Markets and Business Banking divisions respectively.
Qualifications and Memberships
- Self-Managed Super Fund accreditation
- Advanced Diploma of Financial Planning
- Diploma of Financial Services – Financial Markets
- Bachelor of Commerce (University of Melbourne)
- AFP membership (FPA Australia)
Expertise and Specialisation
- Investment Analysis
- Listed and Unlisted Investments
Level 7, 90 Collins Street, Melbourne, Victoria, 3000
Lonsec Research Pty Ltd (Lonsec) is an investment research house with specialist areas of expertise, that was originally established in 1994 and the current entity was registered on 23 June 2011. From 1 July 2011, Lonsec became a fully owned subsidiary of Lonsec Fiscal Holdings Pty Ltd, a privately owned entity with a multi-brand strategy of providing leading financial services research and investment execution. Lonsec believes that professional financial advisers need informed opinions on the best investment strategies and financial products to provide real value for their clients. To meet this need, Lonsec has in place an experienced research team, which draws on a robust research process to undertake in-depth assessment of managed fund products.