Maggie is an Associate Financial Planner, who holds an Advanced Diploma of Financial Planning and has been a financial planner since 2000. Maggie is a Director of Citadel Wealth Solutions, which has more than 35 years of experience and advises on over $200 Million of client investments. Citadel Wealth Solutions was awarded "Advice Practice of The Year - 2017". The core business is providing outstanding service and advice to ultimately deliver sound financial outcomes for our clients. This is further enhanced by an ongoing review process which ensures advice is continually adjusted to meet clients changing circumstances and needs.
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touch
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 47
- First year providing advice 2000
- Years of experience 24
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Highest qualification
- Advanced Diploma of Financial Planning
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Language spoken
- English
Citadel Wealth Solutions Pty Ltd
Suite 5 Level 1, 700 High StreetKew East, VIC 3102
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Alliance Wealth Pty Ltd
AFSL 449221