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Chief Investment Officer, Martin Currie Australia
Client Portfolio Manager, Martin Currie Australia
Ross is a Client Portfolio Manager at Martin Currie Australia (MCA). He is embedded within the MCA investment team and works closely alongside the Franklin Templeton Australia sales team.
Ross joined MCA in October 2022. He represents MCA’s innovative suite of investment capabilities within the institutional and intermediary marketplace in Australia.
Prior to joining the firm, Ross was at Bridge Impact Capital where he was responsible for building commitment from co-investors to fund infrastructure projects. Prior to this, Ross was Head of Strategic Relationships at MLC Asset Management (formerly NAB Asset Management) where he was responsible for directing the strategic account management of their ten largest client relationships. Ross has many years of experiences in sales and client services in Australian and the UK including Dimensional Fund Advisors Australia, AllianceBernstein Australia & NZ and AMP Group. His earlier career involved senior product marketing and strategy roles at Prudential UK and Prudential Australia.
Ross has a Bachelor of Economics and a Bachelor of Laws from the University of Tasmania.Head of Retail Sales Management, Franklin Templeton Australia
David has over 25 years of experience in the financial services industry across a range of distribution-related roles including Business Development, Key Account Management and Sales Strategy.
David joined Franklin Templeton in 2015 and has responsibility for business-to-business relationships with private wealth firms, family offices and IFAs. He is also responsible for designing and leading the retail sales strategy for Franklin Templeton’s Australian business.
His areas of expertise include asset management sales, portfolio construction and sales leadership. He works with Financial Advisers, Research Analysts, Consultants and Chief Investment Officers to help improve portfolio outcomes for investors.
David’s qualifications include a Bachelor of Commerce (Monash University) and Diploma of Financial Planning (Deakin University).