Who We Are
Trusted and personal financial planning advisers
Citadel Wealth Solutions is a well-established financial planning practice based in Melbourne.
We’ve been helping clients create, protect, and enhance their wealth at every stage of life since 1990. We achieve this by providing friendly and expert financial advice tailored to our clients’ needs.
We pack a lot of experience and know-how into a boutique business. Together, we have more than 60 years of finance expertise that we can use to help you grow and manage your money. We’re qualified to provide strategic advice on superannuation, investment, tax planning, business and personal insurance, debt reduction, estate planning, and more.
Over the years, we’ve received industry recognition for our high-quality services—most recently in 2017, when we won the Centrepoint Alliance “Advice Practice of the Year” award in Victoria. We were also a finalist for the award in 2018.
Maggie Tagg
Senior Financial Adviser
ADFS (FP), AFP
Maggie has been working in the financial services industry since 1986. She started her career in banking and finance and made the change to financial planning in 2000. Maggie prides herself on the caring and dedicated service she provides and the professional quality advice which delivers sound financial outcomes for her clients. Maggie holds an Advanced Diploma of Financial Planning. In 2018, she was a finalist for the Financial Planner of the Year Award, one of the Women in Financial Services Awards.
Sub Authorised Representative: 404171
Simone Richardson
Senior Financial Adviser
BBus (Eco), ADFS (FP)
Simone has been working in the financial services industry since 2001 and holds a Bachelor of Business (Eco) and Advanced Diploma of Financial Planning. Simone’s qualifications and experience, coupled with her focus on delivering a very personalised planning service, inspires confidence in her clients that their investment strategy is a sound one and will deliver the lifestyle and financial security they desire. In 2017, she was a finalist for the AFA’s Female Excellence in Advice Award.
Sub Authorised Representative: 443931
John Lubberink
Consultant
B.Sc.Ed, Dip FP
John has worked in the financial planning industry since 1990. In this time, he has developed a loyal clientele based on his high-quality advice and service. Before financial planning, John worked as a secondary school teacher for eight years. John holds a Diploma of Financial Planning.
Cassandra Hall
Practice Manager
Diploma Financial Services (FP)
Cassandra has been working in the Financial Services industry since 2009 and holds a Diploma in Financial Planning.
Her passion has always been focused on the operational side of the business, driven to ensure that our team work together to benefit clients. Cass is a firm believer in taking stock of the bigger picture and focusing on whole of life health – financial, emotional, physical, and mental.