“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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Ausbil Investment Management is pleased to announce the appointment of Rebecca Morgan to the role of Key Account Manager, VIC and SA, reporting to Hik Chadirchi, National Manager, Retail.

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Mr Noone will be responsible for sales in Queensland across PM Capital’s suite of funds. He brings more than 20 years’ experience in client relationship management across investments, advice and platforms.

James was previously Head of Sales and Marketing at Financial Advice Matters (FAM) and also sat on its Investment Committee. This followed roles at Colonial, Aviva and TAL.

Ben Skilbeck, PM Capital’s Chief Executive Officer, said: “James brings real depth of experience and understanding, and is well known in the Queensland market. His appointment highlights the importance PM Capital places on assisting Queensland-based financial advisors and investors.

“The appointment follows Rebecca Morgan joining PM Capital as our Melbourne-based Sales Director in February. These appointments indicate our confidence in the role we can play in improving investor outcomes through our patient and insightful investment approach.”

Mr Noone said: “My appointment shows the commitment PM Capital has towards the Queensland market. PM Capital’s investment process is tried and tested over the last eighteen years, building long term wealth alongside its co-investors.”

PM Capital has a Global Equities strategy ranked #1 for performance by Morningstar in its peer group over 1, 3, 5, 7 and 8 years*. The Asian Companies Fund’s performance was ranked first in its peer group since the date of its inception. The Australian Companies Fund was ranked number one and the Enhanced Yield Fund number two in their sectors over one year.

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*Source: Morningstar Direct. As at 30/6/17, PM Capital’s Global Companies Fund ranked #1 in its Morningstar Australian Open-Ended Equity World Large Blend peer group of 214 over 1 year.

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