Home » About Us » Our MD and Team

Our MD and Team

Dinesh Aggarwal, FCPA, CA, CMA, FTI

Founder & Managing Director

Honoured as one of Australia’s top three SME Tax Advisers of the Year 2015 by the Tax Institute, Dinesh is also winner of the prestigious 40 Under 40 Young Business Leader 2012 and 2013 titles by CPA Australia.


With about 20 years of experience in Accounting, Finance and Business Management in top corporate positions, both in Australia and overseas, he is a well-known professional, rendering advice to clients in Australia and overseas on tax matters and business services. Dinesh not only manages major international clients but also helps new clients set up businesses in Australia.

Dinesh also handles objections with ATO and appeals at the Tribunal level. In a recent landmark case against ATO, Dinesh proved his client as a share trader rather than share investor as had been determined by ATO. (Dr Evelynne Wong v. Commissioner of Taxation [AATA 2011/3450]: Share Trader vs Share Investor – Decided in favour.).

Dinesh is the former Chairman of the Public Practice committee of CPA Western Australia, and is currently member of CPA Australia Public Practise Board.

 

CPA Australia interviewed Accountant Dinesh Aggarwal for showcasing Best Practice in Public Practice

Tax Adviser of the Year Awards extended version

Awards and Recognitions:

  • Honoured among Australia’s top three SME Tax Advisors for the year 2015, by the Tax Institute of Australia.
  • 40 Under 40 Young Business Leaders Award, by CPA Australia for 2012 & 2013.
  • WA Business News 40 Under 40 Finalist.

As partner, Noble & Associates (prior to rebranding)

  • HSBC Premier City of Wanneroo Best Business of the Year 2012 and Most Innovative Business of the Year 2012 winner.
  • HSBC Premier City of Wanneroo Best Customer Service & Best Marketing awards 2012 runner-up.
  • ECU Business of the Year 2010 Finalist.
  • Commonwealth Bank Best Customer Service Award 2012 runner-up.

Mili Aggarwal

Director, Infinity WM (Fortuna’s Financial Planning Division)

A Master degree holder in Business Administration (Advanced Finance), Mili also has a Bachelor degree in Commerce and Diploma in Financial Services. She has thorough knowledge of the Financial Services Industry and is well versed with its intricacies. Her charming personality and ability to provide comprehensive financial solutions in an easy to understand manner helps her connect with clients easily. When not helping her client achieve their financial freedom, Mili enjoys travelling and spending time with family.

Tony Smith

Director, Fortuna Smart Finance
Tony has been involved in the finance broking industry since 2006. His qualifications include a Diploma in Financial Services (Mortgage and Finance Broking Management) along with a Diploma in Finance Services (Financial Planning).

He has extensive experience in finance sector for small business, SMFS borrowing, property investor markets along with traditional home owner mortgages. This broad level of experience enables him to ensure that the correct loan structures are utilised to maximise your wealth creation and assist in your business strategies.

Stephen Gethin

Director, Fortuna Legal
An expert Corporate Lawyer, Stephen specialises in business, tax, property and SMSF. He is an alumnus of the University of Western Australia and has over 16 years of experience with major law firms and international ASX-listed companies. Prior to his association with Fortuna, Stephen was the Principal of Premier Legal Australia.

He is also an acknowledged industry leader and has led several teams across a number of Australia’s top ranking law firms. Stephen’s experiences in dealing with corporate law and legal advice on mergers and acquisition has established him as an expert – with compressive understanding of legal complexities. He is easily approachable and offers reliable advice for clients. He also provides experienced leadership to the Fortuna Legal team.

Jason Ip

Director Fortuna Legal

An alumnus of Murdoch University, Jason is a practicing lawyer in Western Australia and specializes in the areas of civil litigation with primary focus on commercial and corporate matters. Jason also has substantial experience in the areas of commercial law, consumer protection law, corporate law, criminal law, family law, property law, wills and estates.Jason’s experience of appearing in courts to represent clients from early stages of his career has made him a much sought after professional.

Through his career, he has worked with several firms in WA including Tra-Vaction Pty Ltd, GC Legal and Su & Co Barristers. Presently as Corporate Lawyer at Fortuna Legal, Jason provides high-level legal advice to clients with regards to their taxation obligation, besides also helping in protecting and passing on wealth through asset protection strategies and estate planning solutions.

Herry Brata, CA, CTA

Senior Manager, Tax & Business Services
With over 10 years of experience in Public Practice in WA, HerryBrata is a Chartered Accountant and qualified CTA specialising in Australian Tax for SMEs and Self-managed Superfunds (SMSF). Herry is an alumnus of Monash University and started his journey as an Accountant at Brandi & Co, Victoria in 2005. His career has since been on fast track, as he has successfully established himself as a trusted adviser.

Prior to joining Fortuna, Herry worked as Manager at a Subiaco based company handling areas including review of Financial statements, Interim reports and other compliance matters, provision of management accounting services, Client-relationship management, research and advisory on tax matters and managing a team of junior staff.

His rich experience, vast knowledge and high level of precision in advising clients on various aspects of business and tax, continue to exude among them a significant level of confidence and reliance.

Robert Wilding, CPA

Senior Manager, Tax & Business Services
Rob is a Certified Practicing Accountantand a 1984 Graduate from Edith Cowan University. With over 17 years of experience in Australian Taxation and advisory, he has worked at senior level across a number of firms including HLB Mann Judd, Sothertons Chartered Accountantsand Harts Financial Solutions.He was also Director of the Subiaco based Utopia Chartered Accountants.

His pedantic approach and mastery with numbers, blended with superior professionalism and easily approachable attitude makes him an outstanding Business Advisor. He specialises in taxation& compliance and financial modelling services to individuals, SMSFs & SMEs. He also helps businesses create value, not only through tax optimization but also management consultancy for efficient business performance.

In addition to above, Rob is a Registered Tax Agent and has worked in Business Banking with ANZ Bank for about 15 years. As Senior Manager, he brings on the table a superior knowledge level, an unshakable reputation and a strong experience of servicing clients from across various industries.

Melvyn R Gilbert

Senior Accountant & Brand Manager
Melvyn is a qualified Accountant from WA and an astute corporate communication professional. With over 8 years of experience across Accounting & Tax, Corporate Affairs and Public Relations overseas and in Australia, Melvyn handles tax compliance and superannuation funds for a large number of clients. He also manages the company’s Business Development and Communication activities. Prior to joining Fortuna, Melvyn worked with the Steel Authority of India Ltd (Govt. of India) as PR manager and handled areas such as Branding & Advertisements, Publications, Audio-visual communication and Media Relations. Besides a Masters degree in Accounting, he has a Post-graduation in Radio & TV Journalism and has had a stint with BBC World Services as well.

Breony Beard

General Manager, Carnarvon Branch
A trusted face among businesses in the Gascoyne region, Breony is a qualified Bookkeeper and Registered BAS Agent. She works closely with Business Owners and Accountants on matters relating to bookkeeping and compliance.

Her broad knowledge and understanding of industries such as horticulture, transport & tourism, retail and other services make her a highly revered professional.With high level of work ethics and commendable command on a range of bookkeeping solutions, Bree is Fortuna’s first point contact for clients in the region.

Apart from being a thorough professional, Bree is fun to have around and exudes a charm that make her easily approachable. She loves to help people in any way she can and has the commendable personality to connect with people at all levels.