2009 -
2014 First Vice President - Wealth Management @
2001 -
2009 First Vice President - Wealth Management @
2000 -
2001 Investment Adviser @
1998 -
1999 Consultant @ Accounting Systems
1996 -
1997 Financial Accounting Manager @
1991 -
1996 Financial Accountant @
James Dakin Education
Certified Financial Planner
CFP (Financial Planning)
1999
-
1999
Master of Commerce (Finance & Accounting)
Macquarie University (Finance and Accounting)
1994
-
1997
Certified Practising Accountant
CPA (Accounting)
1994
-
1996
Bachelor of Economics
Macquarie University (Economics and Accounting)
1988
-
1992
Killara High 1982
-
1986
Australian Options ADA 1
(Options)
Australian PS146
(Financial Advice)
FINRA (USA)
(US Stock Broking)
James Dakin Summary
James Dakin, based in Sydney, NSW, AU, is currently a Principal at Park Street Group Wealth Advisers. James Dakin brings experience from previous roles at Morgan Stanley, Citi, Merrill Lynch and Accounting Systems. James Dakin holds a 1999 - 1999 CFP in Financial Planning @ Certified Financial Planner. James Dakin has 1 emails on RocketReach.
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