Who we are.
At dozzi Financial Advice, we pride ourselves on our commitment to providing unparalleled, personalised service 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.
Our team is united by a shared core value: thinking differently. This mindset allows us to bring genuine honesty and authenticity to our clients.
Hear our story.
About us
Dozzi Founder
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 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.
Meet the team.
Caleb Dozzi
Founder & Managing Director
Georgia Dozzi
Head of Finance
Shaun Fairon
Financial Adviser
Jake Willis
Paraplanner
Sarah Mitchelson
Client Services Manager
