Closed
Super SA Financial Advice Services
Tender ID: 409486
Tender Details
Organisation:
Tender #:
DTAF046518
Status:
Closed
Publish Date:
9 January 2020
Closing Date:
31 January 2020
Tender Description
Super SA requires the services of a qualified and experienced provider of financial advice services who will be required to provide and deliver the following:
- Hold an Australian Financial Services License (AFSL)
- Comprehensive and simple advice to Super SA members
- Paraplanning services
- Proven strong compliance structure
- Capability of providing qualified Financial Advisers
- Financial Adviser audits and actions
- Advice implementation
- Ongoing audit and risk checking of plans
- Advice policy and procedures
- Financial planning software
- Financial plan checking and vetting
- Ongoing Financial Adviser training, relevant accreditations and L&D
- Technical advice and support
Location
Interested to find more tenders relevant to you and your business? You can try our advanced tender search today.