Tender Details
Council invites tenders from suitably qualified and experienced investment advisors for the provision of independent and professional advice to assist with strategic decisions relating to Council’s investment portfolio.
Location
NSW Regions: Sydney
RFT Type
Open Tenders - An invitation to tender by public advertisement with no restriction placed on who may tender. Tenderers will normally be required to demonstrate in their tender that they have the necessary skills, resources, experience, financial capacity, and in some cases licences, accreditations, etc., to fulfil the tender requirements.
Tender Respondents
| Business Name | Trading Name | Address |
|---|---|---|
| BDFP Pty Ltd | BD Financial Planning | Shop 2 18 Karalta Rd Erina NSW 2250 AUSTRALIA |
| Bell Potter Securities Limited | Bell Potter Securities Limited | Level 28, Riverside Centre 123 Eagle Street Brisbane QLD 4000 AUSTRALIA |
| CPG Research & Advisory Pty Ltd | - | Level 3, 23-25 O'Connell Street Sydney NSW 2000 AUSTRALIA |
| Credit Suisse | - | 1 Macquarie Place Level 31, Gateway Sydney NSW 2000 AUSTRALIA |
| Denison Financial Advisory | - | GPO Box 2494 Sydney NSW 2001 AUSTRALIA |
| Denison Financial Advisory | - | GPO Box 2494 Sydney NSW 2001 AUSTRALIA |
| G&S SOLUTIONS PTY LTD | CENTRAL FINANCIAL PLANNING | SUITE 30 5 CURTIS ROAD MULGRAVE NSW 2756 AUSTRALIA |
| G&S SOLUTIONS PTY LTD | CENTRAL FINANCIAL PLANNING | SUITE 30 5 CURTIS ROAD MULGRAVE NSW 2756 AUSTRALIA |
| Ibbotson | Ibbotson | L36, Australia Square 264 George St Sydney NSW 2000 AUSTRALIA |
| KPMG Superannuation Services Pty Ltd | KPMG | 10 Shelley Street Sydney NSW 2000 AUSTRALIA |
| Maximum Wealth Advisers | Maximum Wealth Advisers | Suite 8 77 King William Road Unley SA 5061 AUSTRALIA |
| MORGAN STANLEY SMITH BARNEY | - | LEVEL 26 CHIFLEY TOWER 2 CHIFLEY SQUARE SYDNEY NSW 2000 AUSTRALIA |
| Oakvale Capital | - | Level 2, 10 Barrack St Sydney NSW 2000 AUSTRALIA |
| Structured Credit Research & Advisory | - | 2101a, 520 Oxford St Bondi Junction NSW 2022 AUSTRALIA |
Additional Details / Instructions
Council’s Request for Tender (RFT), which contains specifications and evaluation criteria, is available from this website.
All Tenders must be in accordance with Council's RFT and be submitted electronically via this website.
