Maggie Tagg

Citadel Wealth Solutions Pty Ltd

Gold
22 Yrs Experience
Kew East, VIC 3102

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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 47
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Citadel Wealth Solutions Pty Ltd

Suite 5 Level 1, 700 High Street
Kew East, VIC 3102

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221