CAPITAL WEALTH ADVISERS - Key Persons
Job Titles:
- Financial Adviser
- Investment Analyst
With over 13 years of experience in wealth management, Ben Dusi brings a wealth of knowledge and expertise to every client relationship. Specializing in creating tailored financial strategies and providing expert investment advice, they have a proven track record of helping clients achieve their long-term financial goals through personalized investment planning, risk management, and retirement solutions. Their deep understanding of market trends and commitment to exceptional service make them a trusted advisor, guiding clients through every stage of their financial journey with confidence and integrity. Ben's expertise especially lies within investment related areas where his extensive knowledge of market trends, asset allocation, and portfolio management has enabled him to guide clients through dynamic market conditions and build strategies that drive long-term growth.
Qualifications:
Bachelor of Accounting
Diploma of Financial Planning
Job Titles:
- Director
- Financial Adviser
Mat is a highly experienced Financial Adviser with over 20 years in the industry. Throughout his career, he has developed a strong reputation for delivering personalized financial strategies that help individuals and businesses achieve long-term financial success. With extensive knowledge across various financial sectors, Mat is dedicated to providing expert guidance on investments, retirement planning, risk management, wealth preservation and wealth accumulation. His client-centric approach ensures tailored solutions that meet the unique needs of each client, empowering them to make informed financial decisions and secure a stable future.
Qualifications:
Bachelor of Finance
Advanced Diploma of Financial Services (Financial Planning)
Cert IV in Financial Services (Finance/Mortgage Broking)
My passion is providing great advice that enhances people's personal and financial wellbeing. I take the time to develop a holistic approach to develop an understanding of what is important and provide the best financial outcomes, now and into the future. Advice can be complex but my role as an experienced adviser is to offer a supportive peace of mind approach to enhancing your future, some may call it "holding your hand on the journey."
I strive to convert what may appear as complex strategies into simple to understand language to allow my clients the ability to feel empowered by knowledge making them comfortable enough to take that journey of change.
I take pride in my work and my profession having developed a trust based approach to advice over the many years, which has always placed my client's interests first.
I have worked through difficult financial times such as the Global Financial Crisis and understand how to navigate the always ever changing environment ahead.