18 October 2024 : Franklin Templeton has appointed Rebecca Morgan to the position of Sales Director responsible for key intermediary relationships and driving sales growth predominantly across Victoria.
“We are thrilled to have a high calibre professional like Rebecca join our long-standing and trusted organisation. Her appointment rounds out our distribution team to expand and deepen our intermediary relationships in Australia, boosting distribution of our suite of quality investment solutions across all asset classes,” Franklin Templeton’s Managing Director and Head of Australia and New Zealand, Felicity Walsh, said.
Morgan was previously head of intermediary distribution at Coopers Investors. Prior to that she was a key account manager at Ausbil Investment Management and a sales director at PM Capital.
She has also held roles at Pengana Capital, BT Investment Solutions and Perennial Investments in a career spanning over two decades working with financial advisers and consultants across various asset classes.
Rebecca is a deeply experienced sales professional with strong relationships in the Victorian market and southern region. Her addition to the team reflects the technical nature of investment sales in funds management distribution and matches the diverse needs of our clients across wealth, wholesale and retail,” Walsh said.
“I am excited about joining internationally renowned Franklin Templeton and using my varied experience in the industry to contribute to its growth trajectory. I am passionate about finding high quality investment solutions for our clients across the board,” Morgan added.
Earlier this year Franklin Templeton listed the Franklin Australian Absolute Return Bond Fund (ASX: FRAR) and the Franklin Global Growth Fund (ASX: FRGG) on the ASX as it seeks to expand its funds to a wider audience. Franklin Templeton also expanded its investment capabilities available to Australian investors this year by launching three new managed funds – Brandywine Global Opportunistic Equity Fund, Martin Currie Active Insights Fund and Franklin Government Cash Fund.
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