Shaun S.

Background

About Shaun S.

I’m a commercially driven and entrepreneurial finance professional with over a decade of experience in private wealth management, family office operations, and fintech strategy. As the Private COO at Port Jackson Family Office, I serve as the right hand to the CFO and Principal, helping steward over A$8bn in assets across venture capital, private equity, real estate, and listed investments. With a strong grasp of complex entity structures—Family Trusts, SMSFs, Companies, and Foundations—I specialise in delivering strategic investment solutions, managing sophisticated portfolios, and aligning investment theses with bespoke client objectives. My hands-on expertise includes multi-currency cash flow forecasting, KYC/AML oversight, Cayman fund reconciliations, and cross-border FX execution. I’m passionate about embedding a culture of continuous improvement and operational rigour, ensuring the business remains agile and future-ready in a rapidly evolving financial landscape. My background is underpinned by a double Bachelor’s degree in Accounting and Applied Finance, and a Master’s in Applied Finance. I welcome the opportunity to connect with forward-thinking professionals across Private Wealth & FinTech services to share insights, collaborate, and shape the future of our industry.