Invested in You, For Life.
Whether you’re planning to build a home, expand your business, or prepare for retirement, our personalised financial advice puts you in charge of life’s big moments. Making confident decisions today for a financially secure tomorrow.
Be Ambitious
Value
Architects
Architects
For Established Business Owners
Maximising efficiency and minimising risk while protecting and building long-term value for your business.
Greg Marshall
CFO
Greg Marshall
Wealth Magicians
For Families and Individuals
Securing you and your family’s future with individualised financial support through life’s changes, challenges and exciting new chapters.
Emily Baker
Chief Operating Officer
Greg Marshall
Growth Optimisers
For Growth Phase Business Owners
Empowering you to take your business further with strategic insights, smart structuring and streamlined systems.
Mark
Greg Marshall
Enterprise Alchemists
For Corporations Australia-wide
Melanie
Greg Marshall
Global Pathfinders
For International Businesses
Michael
Greg Marshall
Enterprise Alchemists
For Corporations Australia-wide
Global Pathfinders
For International Businesses
40
AFR TOP 100 List
(pending 2025 list)
30
AFR TOP 100 List
Award-Winning Advice That Puts People First
2024
2023
Business Advisory Firm of the Year
Mid-West Business Excellence Award
Top 100 Accounting Firms
Accounting Practice of the Year
Multiservice Firm of the Year
2024
2023
40
TOP 100 Accounting Firms List 2025
Award-Winning Advice That Puts People First
2024
2023
Business Advisory Firm of the Year
Mid-West Business Excellence Award
Top 100 Accounting Firms
Accounting Practice of the Year
Multiservice Firm of the Year
2024
2023
Award-Winning Advice That Puts People First
2024
2025
Commercial Finance Awards 2024
Midwest Chamber of Commerce & Industry Awards 2024
The Australian Financial Review 2024
Australian Accounting Awards 2024
The Australian Financial Review 2023
Our Services
With a full range of financial, legal and tech solutions in one place, you can feel secure as your life evolves.
Business Advisory, Tax & Accounting
Guiding you through legal complexities to achieve high-quality outcomes and peace of mind.
ATO Audits and Disputes
We take the stress out of tax reviews by handling the paperwork and overseeing the audit process. Relax at tax time knowing you're ATO compliant - no shuffling or sorting required!
International Tax
Our experienced team demystifies international tax and residency rules for expats, foreign investors and Australian subsidiaries, making cross-border tax matters less - taxing.
Business Planning
We design tailored structures, strategies, budgeting, and forecasting to support new and existing businesses plan smart, grow fast and pave the way for long term success.
Strategic Business Development
Want to discover new opportunities, step-up your market presence and drive growth with vision and purpose? We can help you get there.
Tax and Compliance Services
Streamline tax, manage risks, and boost efficiency so you can advance your goals, protect your assets, and focus on both business growth and personal success. We work with individuals, sole traders, trusts, companies and not-for-profits - covering returns, activity statements, payroll tax, fringe benefits and more.
Bookkeeping Services
Enjoy peace of mind with balanced books, accurate records, and financial clarity so you can focus on the next step towards growing your wealth.
Buy and Sell a Business
Found a new business opportunity? We can help you to maximise value, get excited for possibilities and minimise your stress with expert guidance.
Management Accounting and Reporting
Turn numbers into knowledge and empower smarter decisions. We're the human calculators you need for business efficiency and financial forecasting to change possibilities into reality.
CFO and Company Secretary
Protect your assets and keep everything on track with our CFO and Company Secretary service. We safeguard the value of local businesses and work with SMEs and multinational clients exploring new horizons.
Estate Planning
We support you with thoughtful strategies that help protect wealth, honour wishes and secure your legacy for generations to come.
Succession Planning
We help design succession plans to ensure seamless business continuity, preserve the value of your hard work, safeguard profits, and protect your legacy - keeping your vision strong well into the future.
Foreign Business Planning
If you're ready to trade on the global stage, our understanding of foreign markets will help you mitigate risk and take the leap at the right time for optimal success.
Self-Managed Super Funds (SMSF)
Our qualified, experienced advisors remove the complexity around superannuation, guiding you to maximise growth, optimise tax benefits and secure the retirement lifestyle you deserve.
Not-for-Profit Accounting
Running a not-for-profit comes with a unique set of obligations - and we know them inside out. From set-up and compliance under the ACNC and ORIC through to budgeting and grant acquittals, we give your organisation the support it needs to focus on the work that matters.
Property Investment and Portfolio Building
Ready to build wealth through property? We work alongside buyers' agents, finance brokers and developers to help you structure, grow and manage a property portfolio that works for you - from direct investment and syndicates through to sub-divisions and development.
Our Services
With a full range of financial, legal and tech solutions in one place, you can feel secure as your life evolves.
Business Advisory
Tax & Accounting
Legal Advice & Services
Guiding you through legal complexities to achieve high-quality outcomes and peace of mind.
All Services
CFO & Bookkeeping
Financial Planning
Business Insurance Broking
IT & Cybersecurity
Let’s Chat
Business Advisory, Tax & Accounting
Guiding you through legal complexities to achieve high-quality outcomes and peace of mind.
ATO Audits and Disputes
We take the stress out of tax reviews by handling the paperwork and overseeing the audit process. Relax at tax time knowing you're ATO compliant - no shuffling or sorting required!
International Tax
Our experienced team demystifies international tax and residency rules for expats, foreign investors and Australian subsidiaries, making cross-border tax matters less - taxing.
Business Planning
We design tailored structures, strategies, budgeting, and forecasting to support new and existing businesses plan smart, grow fast and pave the way for long term success.
Strategic Business Development
Want to discover new opportunities, step-up your market presence and drive growth with vision and purpose? We can help you get there.
Tax and Compliance Services
Streamline tax, manage risks, and boost efficiency so you can advance your goals, protect your assets, and focus on both business growth and personal success. We work with individuals, sole traders, trusts, companies and not-for-profits - covering returns, activity statements, payroll tax, fringe benefits and more.
Bookkeeping Services
Enjoy peace of mind with balanced books, accurate records, and financial clarity so you can focus on the next step towards growing your wealth.
Buy and Sell a Business
Found a new business opportunity? We can help you to maximise value, get excited for possibilities and minimise your stress with expert guidance.
Management Accounting and Reporting
Turn numbers into knowledge and empower smarter decisions. We're the human calculators you need for business efficiency and financial forecasting to change possibilities into reality.
CFO and Company Secretary
Protect your assets and keep everything on track with our CFO and Company Secretary service. We safeguard the value of local businesses and work with SMEs and multinational clients exploring new horizons.
Estate Planning
We support you with thoughtful strategies that help protect wealth, honour wishes and secure your legacy for generations to come.
Succession Planning
We help design succession plans to ensure seamless business continuity, preserve the value of your hard work, safeguard profits, and protect your legacy - keeping your vision strong well into the future.
Foreign Business Planning
If you're ready to trade on the global stage, our understanding of foreign markets will help you mitigate risk and take the leap at the right time for optimal success.
Self-Managed Super Funds (SMSF)
Our qualified, experienced advisors remove the complexity around superannuation, guiding you to maximise growth, optimise tax benefits and secure the retirement lifestyle you deserve.
Not-for-Profit Accounting
Running a not-for-profit comes with a unique set of obligations - and we know them inside out. From set-up and compliance under the ACNC and ORIC through to budgeting and grant acquittals, we give your organisation the support it needs to focus on the work that matters.
Property Investment and Portfolio Building
Ready to build wealth through property? We work alongside buyers' agents, finance brokers and developers to help you structure, grow and manage a property portfolio that works for you - from direct investment and syndicates through to sub-divisions and development.
Wealth Management
Business Insurance
Legal Advice & Services
Managed IT & Cybersecurity
HR & Recruitment
Finance Services
CFO & Bookkeeping
We Stay With You For Life
Your trusted partner for every financial milestone moment.
Building a Strong Foundation
Helping you establish personal, educational, and early career financial foundations to support long-term personal and professional growth.
Start Strong
Customer Testimonials
Our Offices
New South Wales
Western Australia
West Perth (HEAD OFFICE)147 Colin Street, West Perth WA 6005Australia
Bibra Lake36 Port Kembla Dr, Bibra Lake WA 6163Australia
Maida Vale1/264 Kalamunda Rd, Maida Vale WA 6057Australia
Mandurah2/279 Pinjarra Road, Mandurah WA 6210Australia
Bunbury16 Stirling Street, Bunbury WA 6230Australia
Busselton104 Queen Street, Busselton WA 6280Australia
Margaret River4/23 Fearn Ave, Margaret River WA 6285Australia
Denmark73 South Coast Hwy, Denmark WA 6333Australia
Albany266 York Street, Albany WA 6330Australia
Geraldton125 Flores Rd, Webberton WA 6530Australia
Carnarvon31 Robinson Street, Carnarvon WA 6701Australia
Karratha18 Hedland Place, Karratha WA 6714 (By appointment only)Australia
Exmouth22 Maidstone Crescent, Exmouth WA 6707 (By appointment only)Australia
Caringbah (Sydney)Suite 11/2/4 Northumberland Rd, Caringbah NSW 2229Australia
Our
Leadership
Our expert team is dedicated to helping you transform your potential into lasting prosperity.
With more than 30 years at the top of banking and wealth management, Michael brings exceptional board-level leadership and global financial expertise to guide Fortuna's next chapter.
Michael Guggenheimer
National Chairman
With more than 20 years of global experience, Dinesh, our award-winning CEO, champions business growth while giving back through mentorship, leadership and community-focused initiatives.
Dinesh Aggarwal
Founder and Group CEO
With more than 16 years of lending experience and a reputation for finding solutions where others can't, Alana leads Fortuna Finance with a client-first philosophy, sharp commercial expertise and a genuine passion for empowering the people she works with.
Alana Magee
Managing Director - Finance
With 15 years of global experience and a passion for meaningful outcomes, Mili leads Fortuna's wealth management division with the belief that financial freedom is just the beginning.
Mili Aggarwal
Director - Wealth Management
With more than 25 years of commercial legal experience, John brings sharp expertise and practical thinking to every matter - from complex transactions to succession planning that sticks.
John Shingleton
Managing Director - Legal
Award-winning, internationally experienced and genuinely one of a kind, Melvyn leads Fortuna's Perth metro accounting operations with deep expertise, a sharp strategic mind and a sense of humour that keeps everyone guessing.
Melvyn Gilbert
Managing Director - Accounting
Named 2024 QBE Broker of the Year, Sumit leads Fortuna's insurance division with rare expertise, genuine passion and a track record of protecting what matters most for businesses across Australia.
Sumit Sopori
Managing Director - Insurance
With 18 years of senior HR and investigations experience, Chris leads Fortuna People Solutions with commercial clarity, deep expertise and a genuine commitment to building workplaces that work.
Chris Straughan
Managing Director - HR & Recruitment
With 20 years in technology and a philosophy built on ownership and simplicity, Mike leads Fortuna Tech with the conviction that great IT is invisible - and great support is anything but.
Mike Andrews
Managing Director - IT
A Chartered Accountant with close to 40 years of regional WA experience, Steve is the trusted adviser of choice for farming, fishing and rural business communities from Geraldton to the Mid-West.
Steve Cross
Managing Director - Accounting Geraldton
With more than 35 years of accounting experience and deep roots across the Southwest, Mark is the trusted adviser of choice for individuals and family businesses from Mandurah to Denmark.
Mark Polglase
Managing Director - Accounting Southwest
Stay Ahead in
Every Sector
See all our industries
Our client-focused approach combines innovative thinking and tailored solutions to deliver growth, efficiency and maximum returns across a diverse range of industries.
Arts
Agriculture
Building & Construction
Engineering
Education
Food Services
Hospitality
Logistics
Manufacturing
Medical
Mining
Real Estate
Mergers, Acquisitions and Partnerships
Working Together to Grow Stronger
Are you looking to partner with a company that has a proud reputation and legacy?
Is your desire to partner with a firm that not only provides the best for their clientele through a multi-service disciplinary, but also gives back to the community at large?
Are you considering acquisition as part of your three-to-five business year plan or are nearing your retirement?
Fortuna Advisory Group is a reputable firm in Australia and provides Pathways to Partnership via merger, acquisition or partnership to similar organisations/entities who are looking to grow or exit.
Stay One Step Ahead on Your Financial Journey
Stay informed, spark your curiosity and explore fresh ideas with our expert articles – complex money matters made simple, relevant and meaningful for today and your future.
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Unlocking the Value of a CFO: Beyond Finances to Strategic Leadership
In the past, the role of a Chief Financial Officer (CFO) was primarily focused on managing financial matters such as profit and loss, and cash flow.
Fringe Benefits Tax Guide
Businesses that provide fringe benefits to employees must lodge an annual Fringe Benefits Tax (FBT) Return.
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CFO Advisory
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