Tarren Summers
Institutional Client Services at Franklin Templeton
Based in Preston, Australia
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Seniority
Staff
Department
Customer/Client Service
Location
Preston
Industry
Financial Services
Company size
12K
Contact information
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t•••••••@franklinresources.com
Phone
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Background
About Tarren Summers
Tarren has over 20 years experience working in equities markets and boutique Fund Managers. Tarren is responsible for implementing and contributing to the determination of the business’s operational and strategic objectives. An important part of Tarren’s role is to ensure that the investment team have all the resources required to perform their functions without distraction, while also ensuring that investors are well informed about their investments. Tarren began his career at Mercantile Mutual in Client Service's before moving to London and working in transition management for Merrill Lynch. Recent roles include working at PM Capital Ltd for over eight years as the Portfolio Analyst with responsibility for ESG analysis and investment analytics. Tarren worked at Investors Mutual where he was the Senior Analyst responsible for research data and communication. He joined Paradice Investment Management as the Head of Client Services He holds Bachelor of Science from the University of New England and a Diploma of Financial Planning. Tarren has completed the PRI Academy training in environmental, social and corporate governance (ESG) issues for the investment and finance community. Memberships and Affiliations Responsible Investment Association Australia, ASA (Australian Shareholders Association), Ocean Watch Australia, Australian Marine Conservation Society, Munda Biddi Trail Foundation, CastleCoveClassicCarClub, Pre-1940 Triumph Car Tarren Summers and Franklin Templeton Australia Limited (FTAL)(ABN 76 004 835 849, AFSL 240827) post content for the benefit of Australian residents only. The posts constitute general information only and are a summary or overview and should not be considered a comprehensive statement on any matter or relied upon as such. The posts express no views as to the suitability of the services, products or other matters described therein and take no account of the individual circumstances, objectives, financial situation, or needs of any recipient. Before acting on any information contained in posts, you should seek independent financial and tax advice about its appropriateness to your objectives, financial situation and needs. FTAL reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. By responding to any posts, you consent to:(a) FTAL retaining and monitoring all electronic communications; and (b) to the transfer of your personal information overseas./COMPLIANCE:2023-44/
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