CALEB JOHN DOZZI

Licensee: DOZZI PTY LTD

CALEB JOHN DOZZI (Adviser# 000316361) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is November 1, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name CALEB JOHN DOZZI
Adviser Number 000316361
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2007
Financial Service (AFS) Licence Licence# 000490210
DOZZI PTY LTD
Licence ABN 77613202047
Licence Controlled By Henry, Bruce & Finn Pty Ltd
Adviser Start Date 2016-11-01
Appointing Representative Name DOZZI PTY LTD
Appointing Representative Number 000490210
Appointing Representative ABN 77613202047
Memberships Australian Institute of Company Directors
Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • CALEB JOHN DOZZI
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce in Financial Planning, majoring in Accounting Griffith University
Certified Financial Planner FPA
DPML Margin Lending Pinnacle
Diploma of Financial Planning Tribeca
Master of Business Administration with a personalisation in Personal Financial Planning University of Southern Queensland

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000490210 DOZZI PTY LTD
Licence controlled by: Henry, Bruce & Finn Pty Ltd
2016-11-01 - DOZZI PTY LTD
000292469 STONEHOUSE FINANCIAL SERVICES PTY LTD 2007-07-01 - 2017-01-01 STONEHOUSE FINANCIAL SERVICES PTY LTD

Licensee Information

Licence Name DOZZI PTY LTD
Licence Number 000490210
Licence ABN 77613202047

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ELLIE MARIE FORDHAM Dozzi Pty Ltd Current 2016-11-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ELLIE MARIE FORDHAM Dozzi Pty Ltd Current 2016-11-01

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Dataset Information

Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.