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| Public Authority | Public Trustee |
| Address | 553 Hay Street, Perth, WA, Australia, 6000 |
| Title | Provision of Financial Planning Services |
| Reference Number | RFT0012008 |
| Description | The successful respondent will be expected to have the requisite skills and experience to successfully establish and monitor investment portfolios for represented, minor and incapable persons and awarded monies under a Court Trust managed by the Public Trustee. The respondent will also be expected to provide a brokerage service for Deceased Estates where shares are required to be sold on behalf of clients. In addition requests to provide additional services advising clients and potential clients outside the above scope maybe necessary. |
| Type of Work | Goods and Services |
| Procurement Method | Open Tender |
| UNSPSC 1 | Government finance services - (100%) |
| Region/s | Perth Metropolitan |
| Number of Submissions | 1 |
| Panel Contract | No |
| Contract Term | One Off |
| Closing Date | 8 Feb, 2008 |
| Award Date | 18 Mar, 2008 |
| Commencement Date | 30 May, 2008 |
| Initial Expiry Date | 29 May, 2011 |
| Final Expiry Date | 29 May, 2013 |
| Original Contract Value | $1,150,000 (Fixed Price) |
| Contract Developer | Kerry Wilson |
| Phone | PHONE: (08) 0892226681
FAX: (08) 0892210059 |
| Phone | 0892226681 |
| Fax | 0892210059 |
| kerry.wilson@justice.wa.gov.au |
| Legacy Suppliers | ||
| 1) | Pattersons Securities Ltd | |
| Postcode: 6840 | ||
| Price: $1,150,000.00 | ||
