CITADEL WEALTH
Who is CITADEL WEALTH?
Citadel Wealth is an award winning boutique Financial Planning practice which provides holistic advice across numerous markets and areas. Utilising key strategic partners, Citadel Wealth creates, protects and preserves multi-generational wealth.
Industry & Specialities
Banking Financial Services & Insurance (BFSI)
Others in Banking Financial Services & Insurance (BSFI)
Countries of Operation
Australia Philippines
Headquarters:
Australia
Company Type:
SME
Company size:
1-10 Employees
Year Founded:
2009 (17 years)
Address:
141 CAMBERWELL RD; HAWTHORN EAST, VICTORIA 3123, AU
Employees by Department
- Operations (2)
- The Rest (7)
- Total (9)
Key Decision Makers
Michael Lee Porter
Paraplanning Team Leader
Sue Hudson
Support Officer
Danielle Wright
Client Services Manager
Carly Monahan
Practice Manager
Insight
Signals
At a glance- Operates in multiple countries
* This information is provided to the best of our research ability and we make no warranties for any inaccuracies or omissions.
Employees by Seniority
C-level
0employees
Senior
2employees
Non-managers
3employees
Financials
LOW
spending power
Funding Status
Private
Associated Legal Entities
0 entities
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Frequently Asked Questions (FAQ)
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