Guiding Your Financial Journey - From Local Markets to Global Opportunities
Our experienced, professional team is dedicated to guiding corporations, businesses, individuals, and families toward lasting financial success at every stage of life.
Expertise You Can Trust
Our team represents a wide range of professional backgrounds, industries, and personal journeys, giving you access to fresh insights and practical solutions tailored to your circumstances.
Multi-Service Approach
We offer an integrated solution, which means your financial advisers are supported by the full strength of our team expertise. With specialists spanning every key area of business, finance, and personal planning, we offer more than standalone advice. Our multi-service approach means you benefit from a coordinated strategy that protects today, tomorrow, and the future.
Local Insights. National Expertise. Global Reach.
With more than 20 offices across Australia, expert guidance is always within reach. Our advisers combine local insights – spanning metro, regional and interstate communities, and key industries – with the resources of a national network, to deliver support that is both powerful and personal.
20+ Offices Nationwide
Find an advisor in your city
The People Who Make It Happen
Our expert team is dedicated to helping you transform your potential into lasting prosperity.
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
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.
Elissa Jepp
Executive Assistant and Business Growth Manager
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.
Laura Nelson
Head of Client Relationships
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
Chief People Officer
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.
Jane Mclnnes
Marketing Strategist
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Peter Schneider
Fortuna Foundation CEO
Our
Leadership
Visionary guidance driving our commitment to excellence and sustainable wealth creation across global markets.
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