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Purchase Order Banker in Australia Melbourne –Free Word Template Download with AI

PO-2025-04871 Date: 14 June 2025 Professional Banking Services & Advisory Engagement — Australia Melbourne

Buyer (Purchasing Entity)

Company: Southern Cross Corporate Holdings Pty Ltd

ABN: 52 847 391 006

Address: Level 24, 120 Collins Street, Melbourne VIC 3000, Australia

Contact: Mr. David Hartley, Chief Financial Officer

Email: [email protected]

Phone: +61 3 9421 5500

Seller (Service Provider)

Company: Melbourne Premier Banker Advisory Group

ABN: 74 291 883 412

Address: Suite 501, 333 Queen Street, Melbourne VIC 3000, Australia

Contact: Ms. Eleanor Whitfield, Senior Banker & Lead Consultant

Email: [email protected]

Phone: +61 3 9655 2200

This Purchase Order is issued by Southern Cross Corporate Holdings Pty Ltd to engage the services of a qualified Banker and advisory team from Melbourne Premier Banker Advisory Group. The engagement is specifically tailored to the financial, regulatory, and operational requirements of the Australia Melbourne metropolitan business district. The Banker shall provide comprehensive banking advisory, treasury management, and corporate finance services as detailed below.

Item # Description of Service Quantity / Duration Unit Rate (AUD) Amount (AUD)
01 Senior Banker Advisory & Corporate Treasury Management (on-site, Melbourne CBD) 12 months $18,500.00 $222,000.00
02 Banker-Led Regulatory Compliance Review (ASIC & APRA alignment, Australia Melbourne jurisdiction) 1 engagement $12,750.00 $12,750.00
03 Banker-Facilitated Multi-Bank Account Restructuring & Liquidity Planning 1 engagement $9,400.00 $9,400.00
04 Quarterly Financial Reporting & Banker Certification (4 quarters, Australia Melbourne fiscal year) 4 reports $4,200.00 $16,800.00
05 Banker-Managed Foreign Exchange & Hedging Strategy (AUD/USD, AUD/EUR corridors) 12 months $7,800.00 $93,600.00
06 Emergency Banker Consultation & Crisis Financial Advisory (on-call, 24/7, Melbourne region) 12 months $3,500.00 $42,000.00
TOTAL PURCHASE ORDER VALUE (AUD) $396,550.00
  1. Governing Law: This Purchase Order shall be governed by and construed in accordance with the laws of the State of Victoria, Australia, and the Commonwealth of Australia. All disputes arising from this Purchase Order relating to the Banker engagement in Australia Melbourne shall be subject to the exclusive jurisdiction of the Supreme Court of Victoria, Melbourne.
  2. Payment Terms: Payment shall be made within thirty (30) calendar days of receipt of a valid tax invoice issued by Melbourne Premier Banker Advisory Group. All payments shall be made in Australian Dollars (AUD) via electronic funds transfer (EFT) to the bank account nominated by the Banker service provider. Late payments shall attract interest at the rate of 1.5% per month as prescribed under the Australian Consumer Law.
  3. Service Delivery: The Banker shall commence all services no later than 1 July 2025. All on-site services shall be delivered at the Buyer's premises located in Melbourne, Victoria, Australia, or at such other location within the Australia Melbourne metropolitan area as mutually agreed in writing.
  4. Confidentiality: The Banker and all associated personnel shall maintain strict confidentiality regarding all financial data, corporate strategies, and proprietary information of the Buyer. This obligation shall survive the termination of this Purchase Order for a period of five (5) years.
  5. Professional Standards: The Banker shall adhere to all professional standards set by the Australian Securities and Investments Commission (ASIC), the Australian Prudential Regulation Authority (APRA), and the Australian Banking Association (ABA). The Banker shall maintain all requisite professional indemnity insurance with a minimum coverage of AUD 10,000,000.
  6. Termination: Either party may terminate this Purchase Order by providing sixty (60) days' written notice. In the event of material breach by the Banker, the Buyer may terminate immediately upon written notice. All fees for services rendered up to the date of termination shall remain payable.
  7. Intellectual Property: All reports, analyses, and strategic documents produced by the Banker under this Purchase Order shall become the sole property of the Buyer upon full payment. The Banker retains the right to use anonymised data for internal training purposes within Australia Melbourne.
  8. Force Majeure: Neither party shall be liable for failure to perform obligations under this Purchase Order due to events beyond reasonable control, including but not limited to natural disasters affecting the Australia Melbourne region, government-imposed restrictions, or systemic banking failures.
  9. Dispute Resolution: Any dispute arising from this Purchase Order shall first be subject to mediation in Melbourne, Victoria, Australia, in accordance with the Mediation Act 2011 (Vic). If mediation fails, the matter shall proceed to arbitration under the rules of the Australian Dispute Resolution Centre, Melbourne.

All deliverables under this Purchase Order, including but not limited to advisory reports, compliance certifications, and financial strategies prepared by the Banker, shall be delivered electronically in PDF format and, where required, in hard copy to the Buyer's Melbourne office. The Buyer shall have fourteen (14) business days from the date of delivery to inspect and accept or reject each deliverable. Failure to provide written notice of rejection within this period shall constitute deemed acceptance. The Banker shall be responsible for any rectification of rejected deliverables at no additional cost to the Buyer.

By signing below, the authorised representatives of both parties confirm that this Purchase Order for Banker services in Australia Melbourne is entered into voluntarily, with full authority, and constitutes a binding agreement between the parties.

For the Buyer:
Mr. David Hartley
Chief Financial Officer
Southern Cross Corporate Holdings Pty Ltd
Date: _______________
For the Seller (Banker):
Ms. Eleanor Whitfield
Senior Banker & Lead Consultant
Melbourne Premier Banker Advisory Group
Date: _______________

This Purchase Order (PO-2025-04871) is issued in accordance with the procurement policies of Southern Cross Corporate Holdings Pty Ltd and applicable Australian commercial law. Document prepared for use in Australia Melbourne. © 2025 Southern Cross Corporate Holdings Pty Ltd. All rights reserved.

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