Awarded
Financial Planning Services for the Public Trustee Customers
Tender ID: 451280
Tender Details
Organisation:
Tender #:
AGD049033
Status:
Awarded
Closing Date:
23 April 2021
Awarded Date:
06 July 2021
Tender Description
The Public Trustee seeks a single supplier to provide financial planning advisory services to its eligible customers. Customers with over $500,000 are deemed eligible for the service. There are curently aproximately 170 eligible customers. The advice must be provided in the form of a Statement of Advice (SoA). Further details are listed within the Part A and Part B tender documents.