Who We Are
OUR Values
We work with you
Wealth Creation
Be confident in asset choices and income growth
Mortgage
We create the best option for your needs
Tax Advice
Advice built on a foundation of mutual trust
Investments
Understand how we guide your money to work for you
Superannuation
Expect stable returns and understand your personal financial path
Risk Insurance
We help create the right price to pay for peace of mind
Our Job is to Know the Details…
…run the calculations, and recognise opportunities. Our
passion is to match them with your goals, and helping you
build trust and confidence in your financial choices.
We provide Advisory services to a range of transactions across all the above sectors.
We work through equity and bank mandates from client liaison, commercial negotiations all the way to deal closure.
We calculate and give advice on tax assumptions, accounting components, cash flow and contractual mechanisms.
We manage all third-party clients including sponsors, private equity investors, and contractors.
Governance Board
Meet our team
Harrold Dakin
Chairman and Founder
Provides strategic leadership, ensures alignment with family values and investment vision.
Harrold Dakin provides strategic leadership for Dakin Private Wealth, aligning family values with a clear investment vision. With senior advisory experience from JP Morgan, Macquarie Bank, and AMP Capital, he specialises in hotel and residential property developments, including Sydneyʼs $700 million Sofitel Darling Harbour.
His expertise includes:
• Strategic financial planning
• Wealth accumulation
• Managed investments
• Superannuation and retirement
• Wealth protection
Harroldʼs hands-on approach covers advisory services, equity and banking mandates, commercial negotiations, tax structuring, cash flow management, and stakeholder relationships.
Joseph Pizzolato
Chief Investment Officer (CIO)
Oversees investment strategy, asset allocation, financial due diligence, and portfolio management.
Joseph Pizzolato, Chief Investment Officer, brings over 33 years of strategic and financial leadership experience. Currently CEO of AI firm and Managing Director of a leading accounting practice, Joseph was recognised as Australiaʼs most influential entrepreneur by APAC Entrepreneur Magazine in 2024. He specialises in business strategy, financial management, and operational alignment, driving Dakin Private sustainable growth and success.
Simon Chheou
Board Member
Finance and Taxation
Advises on financial strategy, taxation planning, compliance, and fiscal risk management.
Simon Chhoeu brings 17 years of experience in construction, manufacturing, agriculture, and international exporting. He specialises in originating multi-million-dollar deals and establishing business links in Asia, particularly China. Simon also advises extensively on self-managed superannuation, estate, and succession planning. He holds a Bachelor of Accounting, a Masters of Taxation Law (Honours), and is a Certified Financial Planner and FCPA. Simon served as the 2017 President of CPA Australia (NSW) Division after eight years as Divisional Councillor.
Bernard Tan
Board Advisor
Corporate & Legal Counsel
Provides legal and regulatory oversight, corporate governance guidance, and manages legal compliance matters.
Bernard has over 20 yearsʼ experience as a property and development lawyer, currently serving as Consulting Principal at Keypoint Law. He specialises in high-value property projects, joint ventures, mixed-use developments, tourism, and complex transactions. His clients include developers, investors, listed companies, and government authorities.
Mehran Mossadegh
Board Advisor
Strategic & Corporate Affairs
Delivers insights on strategic initiatives, growth opportunities, operational efficiency, and business innovation.
Mehran has over 27 years of experience in corporate, government, and private sectors specialising in negotiations, commercial management, and project delivery. With a background in engineering and law, and extensive international expertise across Asia-Pacific, Europe, and the Middle East, Mehran brings a practical, collaborative approach to complex commercial negotiations. He holds qualifications in Electrical Engineering, Commercial Law, and Administrative Law.
Luke McMahon
Associate Non-Executive Director
Provides guidance on client engagement strategies and tailored financial solutions for business owners.
As a business owner in the insurance, finance and hotel industries, Luke uses his 18+ yearsʼ experience in customer service, sales and business development to train and manage the Dakin Private Wealth team.
Luke trains his team to take the extra step to better understand the clientʼs need as a business, and as an individual. Luke has a passion for working with business owners and CFOs to ensure complete coverage is assured.
Jackson Tutahi
Managing Partner
Drives strategic partnerships, business growth, client relationship management, and outcomes-focused financial strategies.
Jackson has a history of 10 yearsʼ experience working for Australiaʼs largest financial institution for a business and private banking clientele.
Part of Jacksonʼs role as managing partner of Dakin Wealth is to establish strategic partnerships from private and corporate entities, and to generate positive business outcomes.
MAKING COMPLEXITY UNDERSTANDABLE
Let us help you reach your goals with ease.
