Margaret Tagg Financial Planner Report

Name:
Margaret Lisa Tagg

Rep Number:
000404171

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2011-05-03 onwards

Licensee
Name:

Number:
000234951

ABN:
11 074 608 558

Controlled By:

Appointed By
Name:
Citadel Wealth Solutions Pty. Ltd.

Licence Number:
000343035

ABN:
88 135 204 081

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan
ASX Securities
Aged Care Steps
Accredited Aged Care Professional
Kaplan
Advanced Diploma of Financial Services (FP)
Kaplan
Certificate IV in Financial Services (Finance/Mortgage Broking)
Kaplan
Self Managed Super Fund Course

Memberships
Finance Brokers Association of Australia (FBAA)
Financial Planning Association of Australia (FPA)
SMSF Association