Treating customers

As if they were guests in our own home

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Pursuing Growth & Learning

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Being passionate

About making a positive difference

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Celebrating our achievements and being acknowledged for our contributions

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Building a positive team

Spirit and knowing why we do what we do

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Welcome to Fortuna Advisory Group

Fortuna Advisory Group was born to create the joy that comes from seeing dreams become reality. A conglomerate of professional service providers, we believe that financial understanding and security are often keys that enable this. Our work brings people on a journey with us empowering businesses and individuals to reach their full potential, while positively impacting the lives of business owners, their teams, customers, and society itself. Located in Balcatta, WA and branch office in Carnarvon, we demonstrate our belief by providing award-winning solutions in the areas of Accounting & Tax Advisory, Finance & Mortgage Broking, Legal Services and Wealth Management. We also believe in giving back to society through our philanthropicarm – The Fortuna Foundation.



Tax and Compliance Services
Business Advisory
Strategic Business Development
Self-Managed Superfund
Bookkeeping & CFO services

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Super & Estate Planning

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Home Loans
Business Finance
Commercial Property Purchase
Cash Flow Financing
Motor vehicle Finance Equipment Finance

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Fortuna Advisory Group offers a full service financial advice and financial planning solution to those looking for a reliable ongoing relationship.

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Find out our latest Awards and Events


Find out our latest Blogs and News

Issues affecting Australian businesses in 2018

Several key changes will affect Australian workplaces this year, including the commencement of the mandatory data breach notification regime and the replacement of the 457 visa program. Other employee[...]

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Top Tax Changes in 2018

SMALL BUSINESSES  AND COMPANIES From 1 July 2017, the concessional corporate tax rate of 27.5% will only be available for ‘‘base rate  entities’’, being entities with no more  than 80% of i[...]

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ATO warning on potential frauds and scams

The ATO has issued a public alert warning of a potential email scam affecting clients, following an increase in fraud activity in recent months.  The ATO is warning of an email scam, which features t[...]

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