Closed
Financial Planning and Aged Care Funding Advice Service
Tender ID: 479247
Tender Details
Organisation:
Tender #:
PTO202144
Status:
Closed
Publish Date:
6 December 2021
Closing Date:
20 December 2021
Tender Description
Public Trustee will soon be seeking to engage suppliers for the following services
Part A
- Financial Planning Advice.
- Investment Management (Platform) including associated Brokerage; and
Part B
- Residential Aged Care Advice.
It should be noted that Part A and Part B as outlined above will be separable in this process and your interest for the part, or parts, where you can provide the services required. The process will be a multi stage process commencing with a request for Expressions of Interest (EOI) from interested parties for a contract start date in the second quarter of 2022, for an intial four-year period with an option to extend for a further term of two years.
Location
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