AUSTRALIA · TENDER
Public Trustee Customer Financial Advisory Services
📋 Tender Overview The Attorney General's Department of South Australia is seeking a registered financial advisory service to provide expert financial planning advice to eligible Public Trustee customers. This opportunity is specifically targeted at customers with investable funds exceeding $500,000, with a contract term of up to five years. 🎯 Scope and Req…
Key facts
- Buyer
- Attorney Generals Department
- Location
- South Australia
- Status
- Closed
- Opened
- Not provided
- Closed
- 08 May 2026
- Decision
- Not provided
- Categories
- Financial asset management service - 40%, Structured financial products - 40%, Financial and Insurance Services - 20%
Summary and scope
The Public Trustee of South Australia requires the services of a registered financial advisory service to deliver effective financial planning advice to its eligible customers with over$500,000 in investable funds for a term of up to five years.
Source and freshness
Source update date not provided
Information shown is sourced from public opportunity records.