About Us

Established in 2011 by Founder & MD, Dinesh Aggarwal, Fortuna is a conglomerate of companies providing award-winning solutions in the areas of Accounting & Tax Advisory, Finance & Mortgage Broking, Legal Services and Wealth Management.

With focus on fast changing dynamics of the global economy, Fortuna is founded on a rich reservoir of knowledge and cultural backgrounds. A group of progressive thinkers, we always stay ahead of the curve through keen focus on Research, digital disruption and Continuous Professional Development.

Along with providing a one stop solution for all commercial needs, we have a distinctive culture based on our organisational values which demonstrates our uniqueness, sets us apart from the rest, and guides our actions, communications and decisions.

Our Organisational Values

  • Be prepared to stand out from the crowd;
  • Treat customers as if they were guests in our own home;
  • Pursue growth and learning;
  • Embrace the potential of every customer;
  • Build relationships based on mutual respect, expertise, and friendship,
  • Be passionate about making a positive difference;
  • Exercise moral leadership in all that we do;
  • Build a positive team spirit;
  • Deliver exceptional results through commitment and accountability;
  • Celebrate our achievements and acknowledge contributions; and
  • Know why we do what we do.

Vision and Mission – Hey, let’s just call it our Purpose

Fortuna is the culmination of a dream– a dream of a man who migrated to Australia with a hope – the hope of making a meaningful difference in the lives of people through what he did.

Our purpose is to continue that dream.  When people interact with us, we want them to feel:

  • We know what it’s like to stand in their shoes;
  • Cared for through relationships built on more than transactions;
  • Confidence in our honesty and transparency;
  • Happy they’ve made the decision to give us their trust;
  • Relieved they are not ‘going it alone’ any longer;
  • Confident about our expertise and integrity; and
  • Empowered to deal with whatever the future may bring.

Awards and Laurels:

Finalists, Australian Accounting Awards 2019

  • Mid-size Firm of the Year (20 employees or more)
  • Business Advisory Firm of the Year
  • Multiservice Firm of the Year

Winner, India Australia Business & Community Awards 2018

  • SME of the Year

Finalists, Australian Accounting Awards 2018

  • Business Advisory Firm
  • Diversified Firm of the year and
  • Marketing Program of the year

Fortuna (after rebranding in May 2013):

  • Winner, Stirling Business of the Year 2017
  • WA Finalist, 2016 and 2015 Telstra Business Awards (Small Business)
  • Finalist, Wanneroo Best Business of the Year 2015 (Over 5 & Under 20 employees)
  • Winner, Business News Best Customer Service Award 2014
  • Finalist, Common Wealth Bank (NW Metro) Best Business of the Year 2014
  • Finalist, Common Wealth Bank (NW Metro) Best Customer Service Award 2014

The company prior to rebranding (last 5 years only):

  • Winner, Wanneroo Most Innovative Business 2012
  • Winner, Common Wealth Bank (NW Metro) Best Customer Service Award 2012
  • Finalist, HSBC Premier City of Wanneroo Best Business of the Year 2012
  • Finalist,HSBC Premier City of Wanneroo Best Marketing Award 2012
  • Finalist, Edith Cowan University Business of the Year 2012
  • Winner, Edith Cowan University Business of the Year 2010