Data sourced from ASIC Financial Advisers Register
Financial Adviser · WEST MELBOURNE, VIC

Ben Thomas Dusi

13 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001007239

Ben Thomas Dusi is a financial adviser based in West Melbourne, Victoria, with 13 years of experience in the financial services industry. Ben is currently authorised under Charter Financial Planning Limited. Ben holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their 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