BEN THOMAS DUSI

Financial Adviser · West Melbourne, VIC

Registered

Registration Number

001007239

Registration Status

Registered

Location

West Melbourne, VIC 3003

Providing Advice Since

2013

Registration Date

25/02/2025

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

2014 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology Pty Ltd (IIT)
2015 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Kaplan Business School
2022 - Margin Lending - Other - Kaplan Higher Education Pty Limited
2025 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2025 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education Pty Limited
2025 - FPC008 Investment Advice - Other - Kaplan Higher Education Pty Limited

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.