about us

Our History

In 2014 James Dakin and Peter Eichmann left Morgan Stanley to set up Park Street Group, their own independent wealth management firm. The history of their partnership is:

2000 – James and Peter met while both working as Investment Advisers at Merrill Lynch in Sydney. They quickly forged what has been an enduring partnership and friendship based upon shared values of honesty, integrity and transparency in dealing with clients.

2001 – They both moved to Salomon Smith Barney (Citigroup) when Merrill Lynch closed its Australian based private-client business. All of their clients at Merrill Lynch moved across to Citigroup with them.

2005 – James and Peter established the Park Street Group name for their business while at Citigroup, with the intention of clearly defining their wealth management offering. Their offices were at Citigroup’s head office in Park Street, Sydney.

2006 – Elvis Santos joined the team from a private bank, in the role of a Senior Para Planner.

2009 – Citigroup sold its global wealth management business, including the Australian division, via a staged sale to Morgan Stanley. James and Peter retained the Park Street Group name and all of their existing client relationships under the new Morgan Stanley ownership structure.

2011 – Having worked in other roles within the firm for many years, Jodie van Loo joined the team as the Senior Client Service Administrator. Also, Morgan Stanley moved offices from Park Street to Chifley Square. The Park Street Group name was retained for James and Peter’s team to emphasise the continuity of their advice and services to their clients.

2014 – The Park Street Group team left Morgan Stanley to operate under an independent Australian Financial Services Licence (AFSL). Their offices are in the Australia Square building, Sydney. Many of Park Street Group’s clients today have been with James and Peter for over 10 years, since their early days at Merrill Lynch and Citigroup.

James Dakin

Principal
James Dakin - Park Street Group

James holds a Bachelor of Economics (Economics and Accounting), a Master of Commerce (Accounting and Finance) in addition to being a Certified Practising Accountant (CPA) and a Certified Financial Planner (CFP). Prior to commencing his role as a private client adviser in 1998, James worked as an accountant for eight years in the area of financial control.

James is a regular guest across the financial media: AFR, CNBC Asia, Sky Business Channel and ABC Radio. James has also served as a member of the Expert Review Panel advising the Dean of the Faculty of Business & Economics at Macquarie University.

Peter Eichmann

Principal
Peter Eichmann - Park Street Group

Peter holds a Bachelor of Business Studies (Property) and a Diploma of Business Studies (Finance).

Graduating in 1988, Peter worked for eight years with both AXA and EquitiLink in New Zealand in the area of investment product development and marketing. Peter then started his own project-finance business, Capital NZ Limited, developing and marketing financial products to the intermediary market. Realising that he most enjoyed providing strategic investment advice to private investors, Peter joined Merrill Lynch in 1999 as a private client investment adviser.

Elvis Santos

Portfolio Analyst
Elvis Santos - Park Street Group

Elvis holds a Diploma in Financial Planning and an Advanced Diploma in Accounting. Prior to joining the Park Street Group team at Citigroup in 2006, Elvis had spent ten years with a boutique wealth management firm, and then two years with St George Private Bank as a Para-Planner.

Jodie van Loo

Office Manager
Jodie Van Loo - Park Street Group

Before joining the Park Street Group team at Morgan Stanley in 2011, Jodie had worked for Citigroup and Morgan Stanley for five years. Prior to Citigroup, Jodie had worked for three years with a futures trading business in a business support and development role.