WA Public Trustee
Provision of Financial Planning, Portfolio Management and Brokerage Services
Details
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.
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Request type
Request for Tender
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Key details
- Buyer
- WA Public Trustee
- Source
- Tenders WA
Briefings & site visits
No briefings or site visits were listed for this tender.
Awarded suppliers
1Contract awarded
$484,000 awarded to 1 supplier
Patersons Securities Limited (Canaccord Genuity Financial Ltd)
$484,000
Level 23 Exchange Plaza, 2 The Esplanade, Perth WA Australia 6000
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