Caleb Dozzi

As well as being dozzi’s Managing Director, Caleb is also the Founder and Senior Financial Adviser. Caleb has over 15 years’ experience in the Financial Services industry, starting out at just 14 years old, working in the family business while completing school and university.

Caleb has always been passionate about a long career in financial planning and felt he could make a real difference to those around him, so he dedicated himself to learning and practising every role financial planning had to offer.

These vast experiences and thorough understanding of the financial services industry highlighted to Caleb plenty of great aspects of the industry, but also areas which he felt were out-dated, too expensive, and can at times favour firms providing the advice, not the clients paying for it.

Caleb realised that the only way to make a positive difference was to build it from scratch. This led to his decision to launch dozzi Financial Advice in January 2017.

What excites Caleb about the creation of dozzi, is that he can say that every decision made, centres around the needs of our clients. From our independence, our structure, our fee model and the way we work. It has all been carefully developed to deliver better value and service to our clients.

Caleb is committed to demonstrating value to his clients by offering them intelligent financial advice and a high level of customer service. He passionately believes in the role that tertiary education plays in adequately preparing Advisers to deliver great advice. Caleb holds a Bachelor of Commerce majoring in Financial Planning, Investments, and Accounting, as well as a Master of Business Administration (MBA) specialising in Personal Financial Planning. He was one of the youngest in Australia to complete the Certified Financial Planner™ qualification, the highest financial planning industry designation in the world.

Outside of the office Caleb can be found with his wife and three young boys (a large part of his motivation for dozzi), at the golf club, or keeping active at the gym.