Awarded
Provision of Financial Planning, Portfolio Management and Brokerage Services
Tender ID: 552191
Tender Details
Organisation:
Tender #:
PTOCS202315
Status:
Awarded
Closing Date:
11 April 2024
Awarded Date:
30 September 2024
Tender Description
The Public Trustee seeks the services of a suitably experienced and qualified financial advisor to monitor a small number of investment portfolios it manages for represented persons and incapable persons awarded monies under Court Trusts, State Administrative Tribunal orders, an Enduring Power of Attorney and Testamentary Trusts.
In addition to provide an in-house brokerage services for the sale and purchase of shares and associated services, as required.
Location
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