Purchasing Guide Details

Financial Adviser (Asset Management)

Investment advice

Best purchasing method: Purchase Order, with Agreement and Scope of Work

ARC Category Code: 84121700 (Investment advice)




Insurance is required as per section 11 of the Agreement.


Other documentation (required each time vendor is engaged):


Individual: Independent Contractor Certification (ICC); Resume and a Client List (if not able to provide, we require an email from the Department stating the reason).


Company: Company brochure; Client List




Team Leader

Ken Campbell