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
READ MORE

LEGAL SERVICES

Business
Property
Super & Estate Planning
READ MORE

SMART FINANCE

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

WEALTH MANAGEMENT

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

Making An Impact Across the Globe

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

Building Successful Businesses for more than 2 Decades

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 philanthropic arm – The Fortuna Foundation.

%

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

What our Clients Say

“We would like 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 in providing the best financial outcome 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

“We have been using the services of Fortuna Advisory Group for over 7 years and worked with their Smart Finance Division last year to assist us to navigate the purchase of an investment property through our SMSF.
The whole process was well managed and efficiently executed with the Fortuna Team providing helpful and well- informed advise at all stages along the way.
We would highly recommend their services to other small businesses.”

Rory and Jill Cole-Bowen

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

Leave A Message

3 + 15 =