Margaret Lisa Tagg
Financial Adviser in Hawthorne East, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000404171
- Location
- Hawthorne East VIC 3123
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 1 March 2018
- First provided advice
- 2000
- Qualifications
- ASX Securities, Kaplan (2011); Self Managed Super Fund Course, Kaplan (2011); Advanced Diploma of Financial Services (FP), Kaplan (2012); Certificate IV in Financial Services (Finance/Mortgage Broking), Kaplan (2014); Accredited Aged Care Professional, Aged Care Steps (2015)
- Memberships
- Finance Brokers Association of Australia (FBAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Margaret Lisa Tagg
Margaret Lisa Tagg is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Hawthorne East, Victoria (adviser number 000404171).
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. The current authorisation started on 1 March 2018.
According to the register, Margaret first provided financial advice in 2000. The qualifications listed for Margaret include ASX Securities (Kaplan, 2011), Self Managed Super Fund Course (Kaplan, 2011) and Advanced Diploma of Financial Services (FP) (Kaplan, 2012). Professional memberships recorded: Finance Brokers Association of Australia (FBAA) and SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Margaret Lisa Tagg a registered financial adviser?
Yes. Margaret Lisa Tagg is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000404171.
Which licensee does Margaret Lisa Tagg work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Margaret Lisa Tagg give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.