Data sourced from ASIC Financial Advisers Register
Financial Adviser · PORT ADELAIDE, SA

Catherine Marie Maguire

10 Years experience
Tax advice
authorised
Currently at
Merit Wealth Pty Ltd
Sydney, NSW
View firm profile
ASIC Registered · ADV 001250162

Catherine Marie Maguire is a financial adviser based in Port Adelaide, South Australia, with 10 years of experience in the financial services industry. Catherine is currently authorised under Merit Wealth Pty Ltd. Catherine holds authorisations to advise on superannuation and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from University of South Australia. Catherine is a member of SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Deposit Products

Restrictions: Financial product advice is limited to Self Manged Superannuation Funds - Product class advice on superannuation

Authorised to provide tax financial advice services

Qualifications and Training

2004
Bachelor of Commerce
University of South Australia
2010
SMSF Specialist Advisor
SMSF Association
2013
Graduate Diploma of Financial Planning
Kaplan Higher Education
2014
Chartered Accountant (CA)
Chartered Accountants Australia and New Zealand (CA ANZ)
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Merit Wealth Pty Ltd
Nov 2019 - Present Current
Financial product advice is limited to Self Manged Superannuation Funds - Product class advice on superannuation
Professional Investment Services Pty Ltd
Dec 2016 - Jun 2019 Ceased
Can only provide the following financial advice, the establishment or winding up of a Self Managed Super Fund (SMSF); Preparing an investment strategy for the SMSF; Superannuation contributions for the SMSF; and Pension arrangements for the SMSF.

Source: ASIC Financial Advisers Register