Commitment

At Citadel Wealth Solutions, we make a commitment to all our clients that we will provide the most comprehensive and accurate advice possible, striving to ensure that our clients can steadily work towards achieving their financial goals safe in the knowledge that their assets are in capable hands.

As part of this commitment, we promise to:

Always Play By The Book - We will always ensure that you understand your options, know your rights, and invest your money in a way that makes sense to you. We go above and beyond all requirements in the Financial Services Guide

Act as Guardians of Your Information - We will safeguard your information, keeping your confidentiality and your trust. Our commitment is laid out in this Privacy Policy

Live Up to Your Expectations - We hold ourselves to the highest standards, and will always work hard to win your confidence. If you ever feel that we could improve our game, please feel free to use this Complaints Procedure

Provide You with Detailed, Pertinent Advice - The best financial advice is never overheard or read in the papers, but is instead the result of a studied understanding of where you are in life, and where you want to go. Our advisers tailor all advice to the individual, and we pride ourselves on this personalized approach.

Learn more about our team and what we can do for your in our official Corporate Authorised Representative Adviser Profile

This website contains many useful articles and pieces of information to pique your interest, but is no substitute for a face to face meeting. For more information, feel free to read our Website Disclaimer

General Advice Disclaimer:

The material shown in this website is for general information purposes only. It is not intended to be, nor should it be read as specific personal investment or risk advice. Whilst all care is taken in the preparation of this material no warranty is given with respect to the information provided, and accordingly no responsibility for errors or omissions, including responsibility to any person by reason of negligence is accepted by Citadel Wealth Solutions Pty Ltd or any member or employee of Citadel Wealth Solutions Pty Ltd. Before acting on any of the information contained in this website you should obtain special advice from a specialist investment or risk professional, which is appropriate to your specific investment or risk needs, objectives and financial situation.

Citadel Wealth Solutions Pty Ltd is a Corporate Authorised Representative No. 343035 of Alliance Wealth Pty Ltd
ABN 93 161 647 007

Australian Financial Services Licence No. 449221
Ph: 1300 557 598