Ben Thomas Dusi
Financial Adviser in West Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001007239
- Location
- West Melbourne VIC 3003
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 25 February 2025
- First provided advice
- 2013
- Qualifications
- Diploma of Financial Planning, International Institute of Technology Pty Ltd (IIT) (2014); Bachelor of Business (Accounting), Kaplan Business School (2015); Margin Lending, Kaplan Higher Education Pty Limited (2022); FPC001B Economic & Legal Context for Financial Planning, Kaplan Higher Education Pty Limited (2025); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2025); FPC007B Client Engagement Skills, Kaplan Higher Education Pty Limited (2025); FPC008 Investment Advice, Kaplan Higher Education Pty Limited (2025)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Ben Thomas Dusi
On the Financial Advisers Register kept by ASIC, Ben Thomas Dusi appears as a current financial adviser in West Melbourne, Victoria, adviser number 001007239.
The licensee Ben advises under is Charter Financial Planning Limited (AFS licence 234665). That authorisation dates from 25 February 2025.
According to the register, Ben first provided financial advice in 2013. The qualifications listed for Ben include Diploma of Financial Planning (International Institute of Technology Pty Ltd (IIT), 2014), Bachelor of Business (Accounting) (Kaplan Business School, 2015) and Margin Lending (Kaplan Higher Education Pty Limited, 2022).
Ben is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Ben Thomas Dusi a registered financial adviser?
Yes. Ben Thomas Dusi is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001007239.
Which licensee does Ben Thomas Dusi work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Ben Thomas Dusi give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."