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 Requirements The successful bidder will be responsible for delivering financial planning services. While the primary focus is on high-net-worth individuals, it is noted that the majority of the Public Trustee's broader customer base requires basic planning advice, primarily restricted to: * **Cash investments** * **Public Trustee Standard Investment Strategies** * **Superannuation with AustralianSuper** ### 🏢 Organization and Location * **Issuing Agency:** Attorney General's Department (South Australia) * **Region:** South Australia ### 🔑 Key Search Keywords * Financial Advisory Services * Asset Management * Public Trustee * Financial Planning * South Australia Government Tenders * Structured Financial Products This tender represents a significant opportunity for financial advisory firms to partner with the Public Trustee of South Australia to manage and advise on substantial investment portfolios. Interested parties should ensure they meet all registration requirements for financial advisory services in South Australia before submitting their proposals.