Julius Boess

Background

About Julius Boess

My current experience as been derived from sales, customer service and financial services through the wealth management sector. Currently working at Colonial First State (CFS), one of Australia’s leading fund managers. Within CFS I have supported advisers, employers and investors in variety of ways firstly as a customer contact representative, then as a wealth management consultant (providing general advice to investors on super/pension & investments. In 2019 I moved to the distribution team as an associate, where I assist in providing support to our sales and research team to distribute our Alliance partners managed funds in the retail market (Baillie Gifford, Affirmative, Aspect Capital, Generation & Milliman). Most recently, in early 2022 I moved up as a Product Manager in the CFS Investment Governance team. In this role I focus on a range of investment monitoring activities and processes, data analysis, managed fund and managed account reviews and due diligence. I am always seeking to strive for growth and results within myself and others around me.