Claims Management

A Dedicated Team. A Streamlined Process.

Making a claim can be stressful and time-consuming, especially when you are already dealing with the disruption an incident brings. Our experienced claims managers take on the complexity, keep you informed at every stage and work to resolve your matter efficiently and fairly.

Prompt acknowledgement and claims form guidance on notification.

Dedicated claims manager assigned to your matter.

Sophisticated tracking software for accurate progress monitoring.

Direct liaison with insurers and assessors on your behalf.

Regular updates throughout the process until settlement.

After-hours support for urgent claims outside business hours.

From Notification to Settlement

The moment you notify us of a claim, we move quickly. We provide the relevant forms, clarify the process and assign a dedicated manager to take on your claim from start to finish. You will receive regular updates so you are never left wondering where things stand.

After-Hours Claims Support

Emergencies do not keep business hours. In the event of an urgent claim outside office hours, our team and key insurer contacts remain available to provide immediate support when you need it most.

Making Complex Operations Simple for ASX-Listed Companies

Experienced Claims Managers In Your Corner

Our claims team brings expertise, attention to detail and genuine care to every matter, ensuring your claim is handled with the rigour and advocacy it deserves.

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

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.

Tanu Arora-Sopori

Principal & Broking Operations 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.

Grant Bowen

Account Executive

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.

Sheree Small

Account Executive

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.

Alan Ormesher

Claims Manager

Disclaimer: Fortuna Advisory Group Pty Ltd (ABN [XX XXX XXX XXX]) is a Corporate Authorised Representative of [Licensee Name] (ABN [XX XXX XXX XXX], AFS Licence No. [XXXXXX]). Any advice provided is general in nature and does not take into account your personal objectives, financial situation or needs. Before acting on any advice, please consider whether it is appropriate to your circumstances. Please read the relevant Product Disclosure Statement (PDS) and Target Market Determination (TMD) before making any insurance decision. Insurance products are subject to eligibility criteria, terms, conditions and exclusions.

Claims Management | We Handle It So You Don't Have To

When something goes wrong, our dedicated claims team steps in, managing your claim from start to finish and advocating for the best possible outcome on your behalf.