Invested in You, For Life.

Whether you’re planning to build a home, expand your business, or prepare for retirement, our personalised financial advice puts you in charge of life’s big moments. Making confident decisions today for a financially secure tomorrow.

Be Ambitious

Value Architects

For Established Business Owners

Maximising efficiency and minimising risk while protecting and building long-term value for your business.

Greg Marshall

CFO

Greg Marshall

Wealth Magicians

For Families and Individuals

Securing you and your family’s future with individualised financial support through life’s changes, challenges and exciting new chapters.

Emily Baker

Chief Operating Officer

Greg Marshall

Growth Optimisers

For Growth Phase Business Owners

Empowering you to take your business further with strategic insights, smart structuring and streamlined systems.

Mark

Greg Marshall

Enterprise Alchemists

For Corporations Australia-wide

Melanie

Greg Marshall

Global Pathfinders

For International Businesses

Michael

Greg Marshall

Corporates Australia-wide

Your Trusted Partner

International Businesses

Prepare Your Expansion

AFR TOP 100 List

(pending 2025 list)

AFR TOP 100 List

Award-Winning Advice That Puts People First

2024

2023

Business Advisory Firm of the Year

Mid-West Business Excellence Award

Top 100 Accounting Firms

Accounting Practice of the Year

Multiservice Firm of the Year

2024

2023

AFR TOP 100 List

Award-Winning Advice That Puts People First

2024

2023

Business Advisory Firm of the Year

Mid-West Business Excellence Award

Top 100 Accounting Firms

Accounting Practice of the Year

Multiservice Firm of the Year

2024

2023

Award-Winning Advice That Puts People First

2024

Business Advisory Firm of the Year

Mid-West Business Excellence Award

Top 100 Accounting Firms

Accounting Practice of the Year

Multiservice Firm of the Year

Our Services

With a full range of financial, legal and tech solutions in one place, you can feel secure as your life evolves.

Business Advisory, Tax & Accounting

Guiding you through legal complexities to achieve high-quality outcomes and peace of mind.

Our Services

With a full range of financial, legal and tech solutions in one place, you can feel secure as your life evolves.

Business Advisory

Tax & Accounting

Legal Advice & Services

Guiding you through legal complexities to achieve high-quality outcomes and peace of mind.

Tax Law

Helping you navigate tax with confidence so you can maximise benefits, minimise stress and stay fully compliant.

Maximise Returns

Wills and Estate Planning

Helping you navigate tax with confidence so you can maximise benefits, minimise stress and stay fully compliant.

Maximise Returns

Self-Managed Super

Helping you navigate tax with confidence so you can maximise benefits, minimise stress and stay fully compliant.

Maximise Returns

Property Law

Helping you navigate tax with confidence so you can maximise benefits, minimise stress and stay fully compliant.

Maximise Returns

All Services

CFO & Bookkeeping

Financial Planning

Business Insurance Broking

IT & Cybersecurity

Let’s Chat

Business Advisory, Tax & Accounting

Wealth Management

Business Insurance

Legal Advice & Services

Managed IT & Cybersecurity

HR & Recruitment

Finance Services

CFO & Bookkeeping

We Stay With You For Life

Your trusted partner for every financial milestone moment.

Birth

Savings Plan

School

Educational Fund

University

Educational Fund / Savings

Employment

Tax Superannuation

Marriage

Asset Mgmt Financial Agreement Savings

First Home

Insurances Mortgage Financial Planning

Business

Legal Contracts Loans Structuring Risk Management

Children

Education Fund Life Insurance Wills

Investment Property

Insurances Mortgage Financial

Business Growth

Strategic Planning Workforce Solutions Technology & Security Structuring M&A

Business Succession

Agreements Financial Mgmt Keyman Insurance Contacts

Investments

Loans Wealth Mgmt Tax Savings

Wills

Estate & Succession Planning

Retirement

Sale of Business Social Security Retirement Planning

Death

Insurace Claims Probates Deceased Estates

Building a Strong Foundation

Helping you establish personal, educational, and early career financial foundations to support long-term personal and professional growth.

Start Strong

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Customer Testimonials

Having sold a family business, and ending a marriage, I found myself with money and property but did not have the knowledge or skills to manage it effectively. A friend suggested I speak with Andrew and from our first meeting I felt very comfortable with him, and he understood what I needed. Andrew helped me set up a proper plan that gave me regular income while making sure my money was safe. Ten years later, I'm amazed that my money hasn't just lasted - it's actually grown! Andrew has helped me with everything from my will to important financial documents and transitioning from super to pension, always explaining things in ways I can understand. I totally trust Andrew, and what I appreciate most is his very balanced approach to financial management. For anyone who thinks they can handle their finances alone - trust me, get help. The financial landscape can be complex, and having Andrew's expertise has made all the difference to my peace of mind.

Jenny

Google Review

After my divorce, I was concerned about my financial future. Taking a recommendation from my siblings I booked a consultation with Andrew O'Neil, and from our first meeting, he made me feel completely at ease. He never judged my limited financial knowledge, and he treated my money like it was his own. When I was made redundant after 24 years with the same company, Andrew's guidance proved to be invaluable. Instead of just paying down my mortgage with the payout as I would have done, he helped me explore smarter investment strategies. He also advised me to sell my house at a time I didn't predict - a decision that turned out to be perfect and helped set me up for long-term success. Twenty years later, Andrew's not just my financial planner, he's a trusted friend who's helped me change from being anxious about money to feeling confident and secure about my future. His genuine care and expertise have helped me make the right decisions at every major life change.

Paula James

Google Review

You won't find a better team! Fortuna Advisory Group are absolute stars. Tax time is a breeze with these professionals guiding the process. Always ready to answer questions and provide advice; I'm never made to feel like an imposition when calling with the smallest query. Sian and Naomi (and the entire team) are extremely professional and know their stuff. Don't waste time with others, come straight to the best!

Natalie Sarstedt-McCarthy

Google Review

The team at Fortuna Advisory Group has been extremely helpful. After changing accountants for more than 5 times we finally feel we are in safe hands. Having your accountants and the legal team under the same place made restructuring very smooth. Both teams exactly knew what happens at all times. Melvyn and Ahmrit have been amazing at explaining in an everyday language everything until we understood. I can't recommend them enough. You'll be in safe hands. Thanks Fortuna Advisory Group.

Vanesa Gonzalez

Google Review

In 2007, having moved to Perth in great upheaval, I found a tax accountant - Barbara - who helped me with financial matters and sound practical advice at a time of crisis. Every year thereafter things got better. Career back on track, and I stayed with what became Fortuna as my work and I moved interstate. This year, having fully and comfortably retired, was the last tax return! Thank you Fortuna for the consistently personal and helpfully efficient service you have given a small client like me over the years.

Long-Term Client

Google Review

Jenny

Google Review

Paula James

Google Review

Natalie Sarstedt-McCarthy

Google Review

Vanesa Gonzalez

Google Review

Long-Term Client

Google Review

Our Offices
New South Wales
Western Australia
West Perth (HEAD OFFICE)147 Colin Street, West Perth WA 6005Australia
Bibra Lake36 Port Kembla Dr, Bibra Lake WA 6163Australia
Maida Vale1/264 Kalamunda Rd, Maida Vale WA 6057Australia
Mandurah2/279 Pinjarra Road, Mandurah WA 6210Australia
Bunbury16 Stirling Street, Bunbury WA 6230Australia
Busselton104 Queen Street, Busselton WA 6280Australia
Margaret River4/23 Fearn Ave, Margaret River WA 6285Australia
Denmark73 South Coast Hwy, Denmark WA 6333Australia
Albany266 York Street, Albany WA 6330Australia
Geraldton125 Flores Rd, Webberton WA 6530Australia
Carnarvon31 Robinson Street, Carnarvon WA 6701Australia
Karratha18 Hedland Place, Karratha WA 6714 (By appointment only)Australia
Exmouth22 Maidstone Crescent, Exmouth WA 6707 (By appointment only)Australia
Caringbah (Sydney)Suite 11/2/4 Northumberland Rd, Caringbah NSW 2229Australia

Our Leadership

Our expert team is dedicated to helping you transform your potential into lasting prosperity.

Meet the Team

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 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

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

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

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

Stay Ahead in Every Sector

See all our industries

Our client-focused approach combines innovative thinking and tailored solutions to deliver growth, efficiency and maximum returns across a diverse range of industries.

Arts

Agriculture

Building & Construction

Engineering

Education

Food Services

Hospitality

Logistics

Manufacturing

Medical

Mining

Real Estate

Mergers, Acquisitions and Partnerships

Working Together to Grow Stronger

Are you looking to partner with a company that has a proud reputation and legacy? Is your desire to partner with a firm that not only provides the best for their clientele through a multi-service disciplinary, but also gives back to the community at large?

Are you considering acquisition as part of your three-to-five business year plan or are nearing your retirement?

Fortuna Advisory Group is a reputable firm in Australia and provides Pathways to Partnership via merger, acquisition or partnership to similar organisations/entities who are looking to grow or exit.

Let’s Chat

Stay One Step Ahead on Your Financial Journey

Stay informed, spark your curiosity and explore fresh ideas with our expert articles – complex money matters made simple, relevant and meaningful for today and your future.

All Articles

Categories

Recent Posts

All Articles

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Fringe Benefits Tax Guide

Businesses that provide fringe benefits to employees must lodge an annual Fringe Benefits Tax (FBT) Return.

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Taxpayers Set to Recieve Tax Cuts from 1 July 2024

The updated tax cuts bill proposed by the Labor party has successfully navigated through both chambers of parliament

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CFO Advisory

Unlocking the Value of a CFO: Beyond Finances to Strategic Leadership

In the past, the role of a Chief Financial Officer (CFO) was primarily focused on managing financial matters such as profit and loss, and cash flow.

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Tax Tips

Fringe Benefits Tax Guide

Businesses that provide fringe benefits to employees must lodge an annual Fringe Benefits Tax (FBT) Return.

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CFO Advisory

Unlocking the Value of a CFO: Beyond Finances to Strategic Leadership

In the past, the role of a Chief Financial Officer (CFO) was primarily focused on managing financial matters such as profit and loss, and cash flow.

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Make a difference

The Fortuna Foundation

We volunteer alongside other local businesses to support those doing it tough in our community.

8 Years

(and counting) of frontline community outreach

8Years
(and counting) … of frontline community outreach

Helping those less fortunate

Community

Putting a Positive Spin on a Tough Situation

Giving back starts here!

Sponsors of the Fortuna Foundation since 2020

Together we can make a difference

Driven to Care – The Story Behind Our Wellness Truck

Difference