Julia has over 18 years’ experience in financial services, specialising in investment research, governance, and compliance. Since joining Entireti in 2019, she has led due diligence, portfolio research, and adviser support across SMAs and MDA governance, while contributing to major infrastructure and policy projects.
Passing all three CFA exams in the top percentile, Julia earned the CFA Global Scholarship, and holds both a Master of Commerce in Quantitative Finance and Banking and a CFP designation. She brings expertise in portfolio analysis, compliance frameworks, and adviser engagement, helping ensure quality outcomes across Salita’s portfolios.
