Margaret Lisa Tagg – Financial Adviser
Adviser identifying number: 404171
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD
The date the Financial Adviser commenced the appointment: 03/05/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CITADEL WEALTH SOLUTIONS PTY. LTD.
Authorised Representative identifying number: 343035
Authorised Representative’s ABN: 88135204081
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- ASX Securities – Kaplan
- Accredited Aged Care Professional – Aged Care Steps
- Advanced Diploma of Financial Services (FP) – Kaplan
- Certificate IV in Financial Services (Finance/Mortgage Broking) – Kaplan
- Self Managed Super Fund Course – Kaplan
Relevant memberships of professional bodies or industry associations:
- Finance Brokers Association of Australia (FBAA)
- Financial Planning Association of Australia (FPA)
- SMSF Association
Margaret Lisa Tagg is authorised to provide advices on following products:
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility