Franklin Templeton appoints new VIC sales director

Yasmine Raso

Senior Journalist, Financial Newswire

21 October 2024

Franklin Templeton has boosted its distribution presence in Australia with the appointment of Rebecca Morgan as Sales Director, working primarily in the Victorian market.

Formerly Head of Intermediary Distribution at Coopers Investors, Morgan has also held senior roles at Ausbil Investment Management and PM Capital and manager roles at Pengana Capital, BT Investment Solutions and Perennial Partners. Her experience working with financial advisers and other consultants across several asset classes spans over 20 years.

“We are thrilled to have a high calibre professional like Rebecca join our long-standing and trusted organisation,” Franklin Templeton’s Managing Director and Head of Australia and New Zealand, Felicity Walsh, said.

“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.

“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.”

Morgan will be responsible for nurturing and developing relationships with intermediary clients and growing sales in Victoria.

“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 said.