Closed
Public Trustee Customer Financial Advisory Services
Tender ID: 610671
Tender Details
Organisation:
Tender #:
AGD058521
Status:
Closed
Publish Date:
13 April 2026
Closing Date:
8 May 2026
Closing Time:
03:00 PM (Australia/South)
Tender Description
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.
The majority of the Public Trustee customers require only very basic planning advice, restricted to investments in:
- Cash
- The Public Trustee Standard Investment Strategies
- Superannuation with AustralianSuper
Location
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