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