Jake Willis

Jake’s background is quite diverse and enriching. With a Bachelor of Finance & Financial Planning from Griffith University, he also pursued studies in Business Communications & Leadership at the University of North Carolina, Charlotte during a study-abroad experience. Jake’s passion for commerce led him to serve as the president of the Griffith University Commerce Society.

Starting his career at Morgans Stockbroking, Jake transitioned to dozzi Financial Advice to concentrate on his personal financial planning specialty. He has since become an invaluable member of the team. While Jake deeply values client service and fostering close relationships, he is also actively engaged in the dynamic and strategic aspects of dozzi’s operations. This involvement enhances his knowledge and expertise in assisting clients to develop long-term strategies.

As a devoted father, Jake cherishes time spent with his growing family. He is also an avid outdoorsman who relishes exploring Queensland’s most captivating ecosystems and fishing in his free time. With a wealth of knowledge about motorsports and AFL, Jake is always up for an engaging conversation.