Building Successful Businesses for more than 2 Decades

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.

ACCOUNTING & BUSINESS ADVISORY

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

Business
Property
Super & Estate Planning
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SMART FINANCE

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

Fortuna Advisory Group offers full-service financial advice and financial planning solutions to those looking for a dependable ongoing relationship.
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Thinking Global - Starting Local

The Fortuna Foundation aims for people to come together and help those less fortunate by standing beside them through poverty and sickness; not giving up until having made a difference.

Partnering Successes to see Dreams Become Reality

Located in Balcatta, WA and branch office in Carnarvon, we demonstrate our beliefs 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 philanthropic arm – The Fortuna Foundation.

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Positive Client Satisfaction Rating

People Impacted to Date

We Stay with You for life

Along with providing a one-stop solution for all commercial needs, we use our distinctive culture based on our organisational values to deliver exceptional services and ensure that you know we are in your corner throughout the ups and downs of life.

The Right Choice

Subscribe to our Newsletter and receive updates on Fortuna events and relevant information that has an immediate impact on your business and your finances.

AWARDS

Find out our latest Awards and Events

Core Team

Leading the Fortuna team are our experienced, practised and well-worn team of directors. Our Core team has a dual responsibility; they are responsible for ensuring the efficient achievement of our goals and ensuring that clients get the best service possible every time.

Dinesh Aggarwal

Dinesh Aggarwal

Managing Director

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

Stephen Gethin

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.

Mili Aggarwal

Mili Aggarwal

Director, 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 a thorough knowledge of the Financial Services Industry and is well versed with its intricacies.

What our Clients Say

We crossed to Fortuna and were not only impressed by the professional and organised set up Fortuna had then, but 3 years later even more so. We underestimated (due to past experiences) just how diligent accountants could be, and have continued to be impressed by avenues Dinesh and the crew have looked at to help our business grow, be more efficient or become more organised.

We have already recommended Fortuna to close friends and have no hesitation in putting Dinesh forward to people asking our opinion on accountants and business advisors.

Josh Sweetman

Director - Sweet As Concrete

We want to start by thanking Fortuna Accountants for all their hard work, dedication and continuous commitment towards our financial expectations, regular tax meetings and our ad hoc conversations to touch base and ensure our progress and stability. Our family always feels welcome at Fortuna. Our daughter Mercedes has grown up knowing who our accountants are and who we trust to help us with our financial decisions. We are most grateful for the assistance that the team at Fortuna have provided us, the friendly service and their commitment to providing the best financial outcomes at all times. As a result of their hard work, we have been able to enjoy yearly holidays to Europe and Asia. A big thank you

Paul and Franciska McGuinness

family

Case Study

Standing up to the ATO: Fortuna Advisory Group wins $0.5 million tax objection

Fortuna Accountants & Business Advisors along with Fortuna Legal combined to successfully object to an amended assessment issued by the ATO which sought to impose additional tax, penalties and loss denials on a restaurant group of over $500,000.

Reach Us

Corporate Office
Suite 1.02, 110 Erindale Road
BALCATTA WA 6021
AUSTRALIA

+61 8 9240 4211

info@fortunaadvisors.com.au

PO Box 963, BALCATTA WA 6914

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