At dozzi Financial Advice, we pride ourselves on our commitment to providing unparalleled, personalised and independent financial advise for a limited number of clients.
Our team is united by a shared core value: thinking differently. This mindset allows us to bring genuine honesty and authenticity to our clients.
As a third-generation adviser with over half my life in the industry, my passion stems from the relationships I build with my clients. While the numbers certainly need to add up, a strong foundation for an effective strategy and outcome is drawn from our meaningful relationships with our clients and our unwavering focus on improving their financial position. Our firm is among the few (<1%) with no conflicts of interest, ensuring our independent financial advice is solely in our clients’ best interest.
Being part of a large family, raising five sons with my amazing wife Georgia, I understand the challenges of raising a family and the desire to balance day-to-day enjoyment with a generational approach to wealth accumulation and management.
Beginning his career in the industry at just 15 years old and working in the family business throughout school and university, Caleb has gained more than two decades of experience in financial services, making it an intrinsic part of his life.
Caleb’s extensive experience provided him with an intuitive and thorough understanding of the industry, but it also revealed its outdated and self-centred nature. Realising that the only way to create a passionate and positive impact for clients was to start from scratch, he founded dozzi Financial Advice in 2017. This endeavour allowed him to build a firm centred on delivering value to clients, focusing on strategic planning, deep relationships, and conflict-free independent financial 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™ designation , the highest financial planning industry designation globally. His expertise has been featured in Money Management and Accountants Daily, and has ben recognised for his efforts at the Young Leaders in Finance Awards and the IFA Excellence Awards.
Caleb’s drive for championing dozzi’s strong emphasis on ‘family’ values originates from his own family, with his wife Georgia and sons Luca, Mason, Ari, Riley, and Dylan. Grasping the complexities of balancing family life, professional dedication, and personal fulfilment enables Caleb to empathise with his clients as they seek harmony in their own lives.
Georgia has joined dozzi from a background of Finance and Accounting.
Having spent time in Government agencies (such as the Office of State Revenue), retail companies and accounting firms, Georgia’s skills are exactly what dozzi need to accurately pursue positive change and prosperity.
Beginning his career during the depths of the Global Financial Crisis, Shaun views personal wealth through a lens of managing risks and capitalising on opportunities. His initial curiosity turned into a passion and led to over 12 years of investing and industry experience.
His experience includes time in London at Goldman Sachs, where he built relationships with institutional clients and assisted in managing their large equity-based portfolios, giving Shaun a truly global perspective. Returning to Australia in 2016 and having managed his own family’s wealth for a number of years, Shaun pivoted into wealth management, spending 3 years at Morgan Stanley assisting with the provision of advice to high-net-worth families.
Shaun then gained further experience at a boutique financial advice practice before joining Dozzi in early 2021. Seeing both the good and the bad during his time, Shaun was deeply motivated to join a firm that aligned with his core values of delivering genuinely personalised, client-centric, and conflict-free advice to a limited number of clients. He found this at Dozzi, where his fulfilment comes from building deep relationships with his clients and tailoring creative and detailed solutions to their evolving and often complex needs.
Shaun holds a Bachelor of Business majoring in Finance from Queensland University of Technology, as well as a Graduate Diploma in Financial Planning. He is currently finalising his studies to obtain the Certified Financial Planner™ designation, the highest financial planning industry designation in the world.
With an impressive career spanning over 18 years in the finance industry, Sarah brings a wealth of expertise and a deep commitment to client service. A significant part of Sarah’s professional journey has been devoted to the advice delivery process, where she has consistently ensured that clients experience exceptional service.
At dozzi, Sarah serves as the Client Service Manager, overseeing the implementation of the firm’s strategic recommendations and managing the day-to-day needs of our diverse clientele. While Sarah is highly skilled in the technical aspects of her role, what truly energises her is the meaningful engagement she has with clients. Her warm and bubbly personality makes every interaction a pleasure, creating a welcoming atmosphere that clients find both comforting and enriching.
Over the course of her career in Financial Planning, Sarah also completed a Bachelor of Science at The University of Adelaide.
Away from the office, Sarah is a dedicated mother to two energetic young boys who keep her constantly on her toes. Her love for adventure finds her oscillating between moments of serenity on the beach and the adrenaline rush at the top of a bungee jump. A keen sports enthusiast, Sarah particularly enjoys following Rugby Union, Rugby League, and AFL.