Some finance roles are about reporting numbers. This one is about protecting a legacy. We're representing an exceptionally successful Australian family with significant private investments across multiple sectors. Their portfolio spans operating businesses, property, private investments and sophisticated wealth structures, requiring a commercially astute finance leader who can operate with absolute discretion and integrity. This is not a traditional corporate Finance Director role. You'll become a trusted adviser to the family, working closely with senior stakeholders, external advisers and investment partners while overseeing the financial management of a diverse and complex portfolio. The successful candidate will combine outstanding technical capability with commercial judgement, emotional intelligence and the confidence to advise at the highest level. The Opportunity You'll take ownership of the family's financial affairs, ensuring robust governance, insightful reporting and proactive commercial advice across a broad investment landscape. Responsibilities include: Leading all financial reporting across multiple entities and investment structures Managing complex corporate, trust and investment structures Cash flow, treasury and capital management Working closely with tax advisers, legal counsel, banks and external stakeholders Supporting investment analysis, acquisitions and strategic commercial decisions Oversight of compliance, governance and risk management Driving continual improvement across financial systems, reporting and controls Providing trusted advice directly to family principals About You You'll most likely be operating as a Finance Director, CFO or senior finance executive within a sophisticated private business, family office, professional services firm or investment environment. You'll bring: CA or CPA qualification Strong technical accounting and tax knowledge Experience managing complex entity structures Commercial acumen beyond traditional financial reporting Outstanding stakeholder management skills Absolute integrity and discretion A calm, measured and solutions-focused approach The confidence to operate autonomously while building trusted long-term relationships Exposure to family offices, high-net-worth clients, private wealth or complex investment structures will be highly regarded. Why This Role? Opportunities like this rarely become available. You'll join a highly successful private family with an exceptional reputation and play a genuinely influential role in helping shape their long-term financial future. In return, you'll enjoy: A long-term career opportunity rather than simply another finance role Direct exposure to sophisticated investments and commercial decision making Significant autonomy and influence A collaborative, highly professional environment Attractive remuneration aligned with experience Confidential Search This appointment is being managed exclusively by Aequalis Consulting. Given the confidential nature of this search, further information regarding the family and investment portfolio will be shared with shortlisted candidates following an initial discussion. If you're looking for a rare opportunity where trust, judgement and commercial thinking matter just as much as technical excellence, we'd welcome a confidential conversation.
