Financial Adviser
· NEWSTEAD, QLD
Caleb John Dozzi
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000316361
Caleb John Dozzi is a financial adviser based in Newstead, Queensland, with 19 years of experience in the financial services industry. Caleb is currently authorised under Dozzi Pty Ltd. Caleb holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from FPA. Caleb is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Diploma of Financial Planning
Tribeca
2008
Bachelor of Commerce in Financial Planning, majoring in Accounting
Griffith University
2010
Certified Financial Planner
FPA
2011
DPML Margin Lending
Pinnacle
2013
Master of Business Administration with a personalisation in Personal Financial Planning
University of Southern Queensland
Registration History
Source: ASIC Financial Advisers Register