Financial Adviser · WEST MELBOURNE, VIC

Ben Thomas Dusi

WEST MELBOURNE, VIC

13 Years experience

Tax advice
authorised

ASIC Registered · ADV 001007239

Currently at

Charter Financial Planning Limited

Sydney, NSW (firm address)

View firm profile

About Ben Thomas Dusi

Ben Thomas Dusi is a financial adviser based in West Melbourne, Victoria, with 13 years of experience in the financial services industry since 2013. Ben is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. Ben holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ben's qualifications include a Bachelor of Business (Accounting) from Kaplan Business School.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives

Authorised to provide tax financial advice services

Qualifications and Training

2014

Diploma of Financial Planning

International Institute of Technology Pty Ltd (IIT)

2015

Bachelor of Business (Accounting)

Kaplan Business School

2022

Margin Lending

Kaplan Higher Education Pty Limited

2025

FPC001B Economic & Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Higher Education Pty Limited

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2025

FPC007B Client Engagement Skills

Behavioural Finance - Kaplan Higher Education Pty Limited

2025

FPC008 Investment Advice

Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Feb 2025 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives

Charter Financial Planning Limited

Apr 2015 - Oct 2016 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register