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Business Advisory, Tax & Accounting

We support corporates, business owners, and families with financial planning, tax compliance, and strategic growth to help protect your wealth for a more secure future.

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Need International Tax or Business Advice?
Want to know how to structure overseas investments to minimise tax and stay compliant? Wondering how international tax rules will affect your business if you expand into another country? Need to know the ins and outs of global tax regulations across all your operations?
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Our Business Advisory, Tax & Accounting Services
Joining Fortuna Advisory Group is more than simply merging or partnering. It’s about growing together as a team, sharing a common purpose and vision, and making a meaningful impact in our local communities.
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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!
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Estate Planning
We support you with thoughtful strategies that help protect wealth, honour wishes and secure your legacy for generations to come.
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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.
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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.
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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.
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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.
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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.
Experience That Makes a Difference
Our team of specialist advisors brings expertise in business advisory, tax and accounting, trusted guidance, practical solutions and genuine care to help you achieve your financial goals.
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
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
Sian Ferraz
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.
Sian Ferraz
Principal
Tara Petering
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.
Tara Petering
Principal
Rowan Ellery
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.
Rowan Ellery
Senior Tax Manager
Graeme Pickrell
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.
Graeme Pickrell
Principal
David Jury
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.
David Jury
Principal
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.
Nitin Vashisht
Principal
Meet Our Team
See Our Awards
Making Complex Operations Simple for ASX-Listed Companies
Making Complex Operations Simple for ASX-Listed Companies