Caleb John Dozzi
Financial Adviser in Newstead, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000316361
- Location
- Newstead QLD 4006
- Licensee
- Dozzi Pty Ltd (AFSL 490210)
- Authorised since
- 1 November 2016
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Planning, Tribeca (2006); Bachelor of Commerce in Financial Planning, majoring in Accounting, Griffith University (2008); Certified Financial Planner, FPA (2010); DPML Margin Lending, Pinnacle (2011); Master of Business Administration with a personalisation in Personal Financial Planning, University of Southern Queensland (2013)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Caleb John Dozzi
On the Financial Advisers Register kept by ASIC, Caleb John Dozzi appears as a current financial adviser in Newstead, Queensland, adviser number 000316361.
Advice is given under the Australian financial services licence of Dozzi Pty Ltd, licence number 490210. The current authorisation started on 1 November 2016.
The register records 2007 as the year Caleb first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Tribeca, 2006), Bachelor of Commerce in Financial Planning, majoring in Accounting (Griffith University, 2008) and Certified Financial Planner (FPA, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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.
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Questions people ask
Is Caleb John Dozzi a registered financial adviser?
Yes. Caleb John Dozzi is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000316361.
Which licensee does Caleb John Dozzi work under?
Dozzi Pty Ltd, Australian financial services licence 490210.
What can Caleb John Dozzi 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; standard margin lending.