about us

Our History

Park Street Group’s founders met in 2000 while 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 working with clients.

In 2001, when Merrill Lynch closed its Australian based private-client business, Peter and James moved to Salomon Smith Barney (Citigroup) bringing their clients with them.

In 2005 James and Peter established the Park Street Group name for their business, with the intention of clearly defining their advice and high-service offering. Elvis Santos and Jodie van Loo joined the team in 2006 and 2011 respectively.

Following the sale of Citigroup’s global wealth management business to Morgan Stanley, the Park Street Group team left Morgan Stanley in 2013 to begin operating under its own independent Australian Financial Services Licence. Many of Park Street Group’s clients today have been with the team since their early days at Merrill Lynch and Citigroup.

Park Street Group’s focus today remains unchanged… to provide financial peace of mind to a select group of clients through proactive, comprehensive and customised wealth management advice.

James Dakin

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

Peter Eichmann - Park Street Group

Peter holds a Bachelor of Business Studies 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.