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 Perth, 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
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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
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
Director, Fortuna Legal / Lawyer / Migration Agent
Stephen is an experienced lawyer who specialises in corporate law, resources and tax. He has spent over 20 years working in a major national firm and as General Counsel and Company Secretary in international ASX-listed companies.
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.
Melvyn R Gilbert
Associate Director
A qualified CPA with 2 Masters degrees and 15 years of international experience, Melvyn specializes in Business Strategies and Compliance, Accounting & Australian Tax.
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.
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
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.
Our Partners
Reach Us
Corporate Office
Suite 1.02, 110 Erindale Road
BALCATTA WA 6021
AUSTRALIA
+61 8 9240 4211
PO Box 963, BALCATTA WA 6914