QLD Public Trustee
Financial Planning and Aged Care Funding Advice Service
Details
Description
Public Trustee will soon be seeking to engage suppliers for the following services
Part A
- Financial Planning Advice.
- Investment Management (Platform) including associated Brokerage; and
Part B
- Residential Aged Care Advice.
It should be noted that Part A and Part B as outlined above will be separable in this process and your interest for the part, or parts, where you can provide the services required. The process will be a multi stage process commencing with a request for Expressions of Interest (EOI) from interested parties for a contract start date in the second quarter of 2022, for an intial four-year period with an option to extend for a further term of two years.
For detailed information on the specific goods / services sought under this tender, please review the "Specification Documents" in "Section 3 - Here is the detail".
Locations
Categories
Request type
Expression of Interest
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Key details
- Buyer
- QLD Public Trustee
- Source
- QLD QTenders
Briefings & site visits
No briefings or site visits were listed for this tender.
Awarded suppliers
4Contracts awarded
$1 awarded to 4 suppliers
Morgan Stanley Wealth Management Pty Ltd
$0
Level 24, Riparian Plaza, 71 Eagle Street, Brisbane, QLD, Australia, 4000
$0
Level 17, 181 William Street, Melbourne, vic, Australia, 3000
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