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

Catherine Marie Maguire

PORT ADELAIDE, SA
10 Years experience
Tax advice
authorised
ASIC Registered · ADV 001250162
Currently at
Tick Tax Financial Planning
Melbourne, VIC (firm address)
View firm profile

About Catherine Marie Maguire

Catherine Marie Maguire is a financial adviser based in Port Adelaide, South Australia, with 10 years of experience in the financial services industry since 2016. Catherine is currently authorised under Capstone Financial Planning, operating through Tick Tax Financial Planning. Catherine holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Catherine's qualifications include a Bachelor of Commerce from University of South Australia. Catherine is a member of Chartered Accountants Australia and New Zealand (CA ANZ), SMSF Association and The Tax Institute.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Restrictions: Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products, basic deposit products, securities, simple managed investment schemes, and life risk insurance products.

Authorised to provide tax financial advice services

Qualifications and Training

2002
ACCT3002 Taxation Law 1
University of South Australia
2004
Bachelor of Commerce
University of South Australia
2006
Chartered Accountant (CA)
Chartered Accountants Australia and New Zealand (CA ANZ)
2006
Chartered Accountant Program
Institute of Chartered Accountants in Australia
2011
SMSF Specialist Accreditation Program
SMSF Professionals' Association of Australia
2011
SMSF Specialist Advisor
SMSF Professionals' Association of Australia
2012
Chartered Tax Adviser (CTA)
The Tax Institute
2013
Graduate Diploma of Financial Planning
Kaplan Professional
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd
Jul 2026 - Present Current
Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products, basic deposit products, securities, simple managed investment schemes, and life risk insurance products.
Merit Wealth Pty Ltd
Nov 2019 - May 2026 Ceased
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