tiktok³ÉÈ˰æ

Advisory Services Agreement Template for Australia

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Advisory Services Agreement

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Advisory Services Agreement Template

"I need an Advisory Services Agreement Template for my management consulting firm that will be providing strategic business advice to multiple ASX-listed companies starting January 2025, with provisions for a team of 5-10 consultants and strict confidentiality requirements."

Document background
This Advisory Services Agreement Template is specifically designed for use in the Australian legal context, providing a robust framework for establishing professional advisory relationships. It is intended for use when engaging external advisors or consultants to provide specialized expertise, guidance, or strategic support to businesses. The template covers essential elements including service scope, fees, confidentiality, liability, and compliance with Australian regulatory requirements. It is suitable for both individual consultants and advisory firms, and can be customized based on the specific nature of advisory services being provided. The document ensures compliance with relevant Australian legislation including the Competition and Consumer Act 2010, Privacy Act 1988, and applicable professional standards legislation.
Suggested Sections

1. Parties: Identification and details of the service provider (advisor) and the client

2. Background: Context of the agreement and general overview of the advisory relationship

3. Definitions: Key terms used throughout the agreement and their specific meanings

4. Appointment and Scope of Services: Formal appointment of the advisor and outline of core services to be provided

5. Term and Termination: Duration of the agreement and circumstances under which it can be terminated

6. Fees and Payment Terms: Structure of fees, payment schedule, and invoicing requirements

7. Obligations of the Advisor: Key responsibilities and duties of the advisor including service standards

8. Client Obligations: Responsibilities of the client including providing information and cooperation

9. Confidentiality: Obligations regarding confidential information and its protection

10. Liability and Indemnification: Limitations of liability and indemnification provisions

11. Insurance: Required insurance coverage to be maintained by the advisor

12. General Provisions: Standard contractual provisions including governing law, notices, and amendments

Optional Sections

1. Intellectual Property Rights: Ownership and usage rights of IP created during service provision - include when advisory services may result in creation of intellectual property

2. Non-Competition: Restrictions on competitive activities - include when protecting market position is crucial

3. Data Protection: Specific provisions for handling personal data - include when processing significant personal information

4. Force Majeure: Provisions for unforeseen circumstances - include when long-term or critical services are involved

5. Assignment and Subcontracting: Rights to transfer obligations or use subcontractors - include when flexibility in service delivery is needed

6. Dispute Resolution: Detailed dispute resolution procedures - include for high-value or complex advisory services

7. Multi-jurisdiction Services: Provisions for services across multiple jurisdictions - include when operating across states or internationally

8. Performance Metrics: Specific KPIs and performance standards - include when quantifiable outcomes are required

Suggested Schedules

1. Schedule 1 - Scope of Services: Detailed description of all advisory services to be provided

2. Schedule 2 - Fee Schedule: Detailed breakdown of fees, rates, and payment terms

3. Schedule 3 - Service Levels: Specific service standards, response times, and performance metrics

4. Schedule 4 - Key Personnel: Details of key team members and their roles

5. Appendix A - Reporting Requirements: Format and frequency of required reports and updates

6. Appendix B - Insurance Requirements: Detailed insurance coverage requirements and minimum limits

7. Appendix C - Compliance Requirements: Specific regulatory or compliance obligations to be met

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈ˰æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions






























Clauses






























Relevant Industries

Professional Services

Management Consulting

Financial Services

Technology

Healthcare

Education

Real Estate

Environmental Services

Legal Services

Business Strategy

Human Resources

Information Technology

Marketing and Communications

Relevant Teams

Legal

Procurement

Finance

Executive Leadership

Human Resources

Risk and Compliance

Operations

Commercial

Business Development

Project Management

Relevant Roles

Legal Counsel

Contracts Manager

Procurement Manager

Business Development Manager

Chief Financial Officer

Chief Executive Officer

HR Director

Risk Manager

Compliance Officer

Operations Manager

Project Manager

Management Consultant

Professional Services Director

Commercial Manager

Industries








Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Sub Advisory Agreement

Australian-law governed template for establishing sub-advisory investment management relationships, compliant with local regulatory requirements.

find out more

Advisor Agreement

Australian-compliant template agreement for establishing advisor-client relationships, covering service terms, obligations, and regulatory requirements.

find out more

Business Consultant Agreement

An Australian-governed agreement establishing terms and conditions for professional consulting services between a consultant and client organization.

find out more

Business Consultant Contract

Australian-compliant Business Consultant Contract Template establishing terms for professional consulting services and protecting both parties' interests.

find out more

Board Of Advisors Agreement

An Australian-governed agreement establishing terms and conditions for engaging corporate advisors, including duties, compensation, and compliance requirements.

find out more

Financial Advisor Contract

An Australian-compliant Financial Advisor Contract Template that establishes the terms and conditions for providing professional financial advisory services under Australian law and regulations.

find out more

Investment Advisory Agreement

An Australian-compliant template agreement governing the provision of professional investment advisory services between financial advisors and their clients.

find out more

Sub Advisor Agreement

An Australian-compliant agreement establishing the relationship between a primary advisor and sub-advisor for investment management services.

find out more

Senior Advisor Agreement

Australian-law governed agreement for engaging senior advisors, outlining services, terms, and obligations while ensuring compliance with local regulations.

find out more

Investment Consulting Agreement

An Australian-law governed agreement setting out terms for professional investment consulting services, ensuring compliance with financial services regulations and ASIC requirements.

find out more

Investment Advisor Contract

An Australian-law governed agreement establishing the terms for investment advisory services, compliant with ASIC regulations and the Corporations Act 2001.

find out more

Financial Consultant Contract

An Australian-compliant contract for engaging financial consultants, addressing regulatory requirements and professional service terms.

find out more

Advisory Shares Agreement

An Australian-law governed agreement establishing terms for advisory services in exchange for company shares, including service scope, share terms, and mutual obligations.

find out more

Advisory Services Agreement

Australian-compliant template for professional advisory services arrangements, suitable for consultants and advisory firms across various sectors.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: /our-research
Oops! Something went wrong while submitting the form.

³Ò±ð²Ô¾±±ð’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our for more details and real-time security updates.