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 professional financial planning advice to eligible Public Trustee customers. This opportunity is specifically targeted at clients holding over $500,000 in investable funds. ### 🎯 Scope and Requirements The successful bidder will be engaged for a term of up to five years. While the primary focus is on high-net-worth individuals, the scope also encompasses providing basic planning advice for the broader customer base. Key investment areas include: * **Cash management** * **Public Trustee Standard Investment Strategies** * **Superannuation (specifically AustralianSuper)** ### 🏢 Organization and Location * **Issuing Agency:** Attorney General's Department (South Australia) * **Region:** South Australia ### 🔑 Key Capabilities Potential suppliers must demonstrate expertise in: * Financial asset management services * Structured financial products * General financial and insurance advisory services ### 🔍 Search Keywords Financial Advisory, Public Trustee, Asset Management, Financial Planning, South Australia Tenders, Investment Strategy, Superannuation Advice, Government Procurement, AGD058521.