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.
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Citadel Wealth Questions
The Citadel Wealth annual revenue was $3 million in 2026.
Simone Richardson is the Director and Senior Wealth Adviser of Citadel Wealth.
9 people are employed at Citadel Wealth.
Citadel Wealth is based in Hawthorn East, Victoria.
The NAICS codes for Citadel Wealth are [523, 5239, 52].
The SIC codes for Citadel Wealth are [621, 62].
Top Citadel Wealth Employees
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Michael Porter
Paraplanning Team Leader at Citadel Wealth
South Melbourne, VIC, AU21 -
John Lubberink
Certified Financial Planner at Citadel Wealth
Melbourne, VIC, AU15+ -
Maggie Tagg
Senior Financial Adviser at Citadel Wealth
Melbourne, VIC, AU1 -
Carly Monahan
Practice Manager at Citadel Wealth
Melbourne, VIC, AU -
Liam de Vries-Turner
Client Services Liaison at Citadel Wealth
Melbourne, VIC, AU1 -
Lachlan Street
Client Services Liason at Citadel Wealth
Prahran, VIC, AU1 -
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