Margaret Lisa Tagg
CITADEL WEALTH SOLUTIONS PTY. LTD. · Hawthorne East VIC 3123 · Advising since 2000
- Register · ASICRegisteredAs at 10 Sep 2026
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000404171
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- ALLIANCE WEALTH PTY LTD · AFSL 449221Through authorised representative CITADEL WEALTH SOLUTIONS PTY. LTD. (no. 000343035)Since 1 March 2018
- Principal business address
- Hawthorne East VIC 3123
- First year providing advice
- 2000
- Can provide tax (financial) advice
- Yes
- Memberships
- Finance Brokers Association of Australia (FBAA); SMSF Association
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTMar 2018 – presentALLIANCE WEALTH PTY LTD · AFSL 449221Through authorised representative CITADEL WEALTH SOLUTIONS PTY. LTD. (no. 000343035)
- CEASEDMay 2011 – Mar 2018PROFESSIONAL INVESTMENT SERVICES PTY LTD · AFSL 234951Through authorised representative CITADEL WEALTH SOLUTIONS PTY. LTD. (no. 000343035)
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Accredited Aged Care Professional
Aged Care Steps · 2015
Certificate IV in Financial Services (Finance/Mortgage Broking)
Kaplan · 2014
Advanced Diploma of Financial Services (FP)
Kaplan · 2012
ASX Securities
Kaplan · 2011
Self Managed Super Fund Course
Kaplan · 2011
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Margaret Lisa Tagg claims the profile.
Reviews
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Contacting Margaret Lisa Tagg
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
CITADEL WEALTH SOLUTIONS PTY. LTD.
Authorised by ALLIANCE WEALTH PTY LTD · AFSL 449221
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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