Led by Scott McLennan as Head of Distribution, the expansion of the distribution team reflects the strong growth of Charter Hall’s Direct business from $3 billion to over $8 billion since 2018.

Charter Hall Direct CEO, Steve Bennett said, “Our investment in growing the distribution team reflects the strong demand for Direct’s leading unlisted property funds and a record year of capital inflows into our suite of funds.

“As the Head of Distribution, Scott is responsible for the expansion of the distribution team in each of the states. Scott has been with Charter Hall for five years and is well-positioned to lead the team in further growth out of our Sydney office.”

Mr McLennan said, “The state-based distribution team is designed to better service our growing adviser community in all states and territories. Having our team located close to our clients means we can work collaboratively together to further enhance client outcomes in terms of both service and product offerings.”

The new appointments include:

• Renee Oldfield joins as State Distribution Manager for Western Australia and South Australia, with more than 20-years’ industry experience. Renee has a diverse background in financial services advising across equity markets, property funds management cash and fixed income markets at Macquarie Bank, Aspen Group and FIIG Securities.
• Paul Ramsay has been appointed State Distribution Manager for Victoria and Tasmania, based in Melbourne. He joins the team from Franklin Templeton, where he was a key account manager. Paul also has more than 20-years’ experience in the funds management industry including the role of national manager-strategy investments at Australian Unity Wealth.
• Mark Weingarth has been appointed as the State Distribution Manager for New South Wales. He joins Charter Hall Direct from Macquarie Group where he led the sales and distribution strategy for Digital Portfolio Management and Managed Accounts. He has a strong history of working with advisory firms to improve client experience.
• Craig Harding and Marco Triani who have been with Charter Hall for more than five years also join the distribution team. Craig Harding has been appointed Business Development Manager for Queensland and Northern Territory and Marco Triani has been appointed Key Account Manager and will be based in NSW.

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Paul Ramsay

Franklin Templeton Australia has announced the appointment of Paul Ramsay to the position of Retail Key Account Manager, effective 16 July 2019.

Based in Franklin Templeton’s Melbourne office, Mr. Ramsay will focus on building and maintaining relationships in the Australian retail advice market, as the company continues to grow its coverage in this segment of the market.

He reports to Manuel (Manny) Damianakis, Head of Retail for the Australian market.

Mr. Ramsay’s most recent role was as National Manager, Strategy – Investments at Australian Unity Wealth. During his time at Australian Unity Wealth, Mr. Ramsay also held the titles of Senior Investment Specialist and Head of Research Relationships.

Prior to Australian Unity Wealth, Mr Ramsay worked at National Australia Bank and MLC for 10 years.

“As a highly experienced strategic funds management professional, Paul brings industry expertise and extensive networks to the firm, and we are excited to have him join the team”, said Manny Damianakis.

“Paul’s appointment strengthens Franklin Templeton’s presence in the Australian retail advice market as we continue to leverage our broad range of investment capabilities, and position for future growth.”

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