Episode Details

Fiona Balzer is a highly experienced equities analyst and corporate governance expert, overseeing so much of the work at The Australian Shareholders Association (ASA). 

In this sponsored episode of The Australian Investors Podcast, Owen Rask talks with Fiona Balzer about her wonderful journey analysing stocks, real assets, "entrepreneurial companies", holding companies, investment banking and more.

You'll love this episode if you want to understand why the more the world changes, the more it stays the same, and how to navigate a more complex and challenging world.

Episode resources

• ASA Governance checklist - PDF
• Join Selfwealth
• Rask Events Roadshow: https://www.rask.com.au/road
• Join ASA
• ASK A QUESTION HERE
• Join Owen's Rask Core 🌏 – $9.99 per month
• Get financial planning advice
• Mortgage broking
• Owen’s FREE investor bootcamp: bit.ly/rask-analyst

Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

~~ Our amazing partners ~~

J.P. Morgan Asset Management

The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

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DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (t