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| Public Authority | Public Trustee |
| Address | 553 Hay Street, Perth, WA, Australia, 6000 |
| Title | Provision of Financial Planning, Portfolio Management and Brokerage Services |
| Reference Number | RFQ012013 |
| Description | The Public Trustee seeks the services of a suitably licensed, experienced and qualified financial advisor to monitor a small number of investment portfolios managed by the Public Trustee for represented persons and incapable persons awarded monies under a Court Trust. |
| Type of Work | Goods and Services |
| Procurement Method | Quotation |
| UNSPSC 1 | Financial and Insurance Services - (100%) |
| Region/s | Perth Metropolitan |
| Number of Submissions | 3 |
| Panel Contract | No |
| Contract Term | One Off |
| Closing Date | 8 Mar, 2013 |
| Award Date | 14 Mar, 2013 |
| Commencement Date | 30 May, 2013 |
| Initial Expiry Date | 29 May, 2016 |
| Final Expiry Date | 29 Nov, 2018 |
| Original Contract Value | $50,000 (Estimate) |
| Revised Contract Value | $55,000 (Estimate) |
| Comments |
Six month extension beyond term approved.
|
| Contract Developer | *Gerry Sheridan |
| Phone | OFFICE: (08) 92226552 |
| Gerard.Sheridan@justice.wa.gov.au | |
| Contract Manager | Robyn Chopping |
| Phone | OFFICE: (08) 92226552 |
| robyn.chopping@justice.wa.gov.au |
Price Variations |
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| Variation Period: | 30/05/2017 - 29/05/2018 | No. of Variations: | 1 | Total Variation $: | $5,000 | |
Contractors |
|
| 1) |
Patersons Securities Limited
Level 23 Exchange Plaza
2 The Esplanade Perth WA Australia 6000 |
