Meet our MD and Founder

Dinesh Aggarwal

FCPA, CA, CMA, FTI, DFP (Adv)

Founder & 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.

With over 20 years of experience in Accounting, Finance and Business Management in top corporate positions,
both in Australia and overseas, he is a well-known professional, rendering advice to clients in Australia and overseas on tax matters and business services

Dinesh not only manages major international clients but also helps new clients set up businesses in Australia. He also provides strategic planning advice to SMEs to help
them grow their business. Dinesh is the former Chairman of the Public Practice committee of CPA Western Australia and was formerly a member of the CPA Australia Public Practice Board.

Meet the Senior Team

Mili Aggarwal
Director, Fortuna Wealth Management

A master’s degree holder in Business Administration (Advanced Finance), Mili also has a bachelor’s degree in commerce and an Advanced Diploma in Financial Services. She has thorough knowledge of the Financial Services Industry and is well versed with its intricacies.

With 15 years of management experience in both local and international markets, Mili leads the Financial Planning sector with dedication to the interest of the firm’s clients. Her passion is to see the firm’s clients achieve not only financial freedom, but the joy of achieving their dreams. Mili is a mother of 2, loves reading and enjoys traveling to experience varied cultures when not spending time with her family.

Stephen Gethin
Director, Fortuna Legal / Lawyer

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.

His mix of in-house and big-firm experience give him sharp business focus combined with technical excellence and rapid response times. He excels in communicating complex legal ideas to stakeholders in plain language.

He has acted on a wide range of major corporate transactions including hostile and friendly takeovers, debt and equity finance raisings and major asset sales and acquisitions. From various international roles he is adept at managing legal and tax issues across multiple jurisdictions. He is also a registered Migration Agent.

Melvyn Gilbert
Director & Partner

Winner of Australian Accounting Awards 2022 (New Partner of the Year), Melvyn is a qualified CPA with 2 master’s degrees and over 15 years of international experience. Melvyn specialises in Business Strategies and CFO Services, Accounting & Australian Tax. As an experienced business strategist and CFO, he heads the Business Services & Tax division of the group’s Perth operations.

He  has a significantly large client base varying from West Australian SMEs to Australian subsidiaries of MNCs. He is also advisor to a number of large Indigenous organisations, both in Perth and regional WA. His speciality lies in Strategic Planning, Compliance and Financial Control. Melvyn’s vast knowledge in Asian Engagement has seen him as a contributor at WA’s Parliamentary Inquiry to enhance economic relationship between WA and the Republic of India.

In 2019, he was named as one of Australia’s top 5 Young Professionals (IABCA 2019) in Brisbane and received an acknowledgement from Hon Scott Morrison MP, Prime Minister of Australia. He is a national youth influencer and sits on the board of a ACNC registered Not-for-Profit as well amongst other organisations.

Steve Cross
Director and Partner – Geraldton branch

Stephen (better known as Steve) is dedicated to providing each and every client with the utmost attention to their individual business requirements. For a decade, Steve was employed by a major accounting firm; his professionalism and skill ultimately led to him being offered partnership. He left to establish the partnership of Douglas, Cross & Chamberlain, located in Geraldton, which has now been operating for 25 years.

He is a highly experienced, well known, Chartered Accountant specialising in agriculture. Steve’s clients are as far east as Southern Cross, Merredin, and Hyden, and as far north as Kalbarri and Northampton. He is well respected throughout the manufacturing and retail industry where he sits on several boards as Chief Financial Officer.

Peter Newbound

Director – Insurance

Peter has been in the general insurance industry for 48 years. The journey has entailed working across many facets, such as underwriting, reinsurance, claims, broking & premium financing. His broking experience has included multinational clients along with major construction & a raft of occupations. He has spent time in Sydney in both national & state manager roles, albeit predominantly WA where he was born. Peter is a past State President of the Insurance Institute of WA & National Board Member (ANZIIF), previous NIBA mentor & has sat on various community boards including the Wanneroo Business Association (WBA) & Bendigo Kingsway Community Bank. His interests include travelling, fishing, and wine appreciation together with food pairings.

Louise Davies

Director & Senior Financial Planner

Louise has been in the financial services industry since 2004. She thrives on providing holistic advice to her clients and enjoys guiding them along the journey of each life stage. Louise has a Bachelor of Commerce degree majoring in Financial Planning and Accounting.

Over her career, Louise has been a highly sought guest speaker at many public events and in the media, some of which include Today Tonight, The Every Women Expo, Secrets in the Garden, The Sattler Files and Bump WA.

Naomi Ingram

Office & Client Relationship Manager

Naomi was the recipient of the City of Wanneroo Employee of the Year Award in 2021. Rightly so, as throughout her three plus years at Fortuna, she has brought a thoughtful and inclusive approach to her role and the way she treats others in the workplace. Accounting can often come across as a ‘stand-offish field’ which is just about the numbers, but Naomi always makes it about the person. Naomi is passionate about making a positive difference and exercises moral leadership in all that she does, delivering exceptional results through commitment and accountability.
With many years of experience in corporate office, sales, administration and customer-based roles, Naomi loves getting to know people and assisting them in anyway she can. What many may not know about her, is that she is also a qualified teaching assistant and owned her own international business!

When she isn’t in the office, Naomi enjoys reading, heading to the beach, tinkering with her new coffee machine (it’s a beauty), catching up with friends, spending time with her kids and coaching her son’s footy team.

Elissa Jepp

Business Growth Manager / Executive Assistant

With a career in the accounting industry spanning back as far as 2004, Elissa brings with her a wealth of knowledge. She is passionate about ensuring clients needs are being met and assists where possible to ensure that the client journey is a positive one. Elissa always welcomes clients thoughts, concerns and feedback as this arms her with even more knowledge to be able implement new systems for an overall better client experience – with the most recent of her undertakings been the implementation of electronic signing.

Her passion for organisation and efficiency leads her to hold two hats under Fortuna, with Elissa also taking on the role of Executive Assistant to Managing Director, Dinesh Aggarwal.

Outside of the workplace, Elissa is a busy mum of two young children and enjoys spending time with them at the beach or at one of their many sporting events. When she gets a quiet moment Elissa enjoys… who are we kidding, there are no quiet moments!