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.
7-day free trial · no credit card
Verified contacts
10
available on Kipplo
LinkedIn employees
12
1 to 10 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 10 verified contacts at Citadel Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- ML
Michael Lee Porter
Paraplanning Team Leader · Operations
EmailPhone - CM
Carly Monahan
Practice Manager · General Business & Management
EmailPhone - DW
Danielle Wright
Client Services Manager · Customer/Client Service
EmailPhone - JL
John Lubberink
Certified Financial Planner · Finance & Accounting
EmailPhone - LS
Lachlan Street
Client Services Liason · Customer/Client Service
EmailPhone - MT
Maggie Tagg
Senior Financial Adviser · Finance & Accounting
EmailPhone
Showing 6 of 10 verified contacts
Top roles at Citadel Wealth
10 distinct titles indexed · top 10 shown.
- 1administrator
- 1certified financial planner
- 1client services liaison
- 1client services liason
- 1client services manager
- 1director & senior wealth adviser
- 1paraplanning team leader
- 1practice manager
- 1senior financial adviser
- 1support officer
Sign up to unlock all 10 contacts at Citadel Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 10 verified contacts at Citadel Wealth
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.