Consultancy Services

Deeper Expertise. Broader Protection.

Risk management is more than a policy document. Through our in-house expertise and carefully chosen industry partnerships, we extend your risk management programme to cover the areas that standard insurance alone does not reach.

Public liability risk analysis and insurance advice.

WorkSafe compliance, OH and S audits and staff training.

WorkCover WA advisory and ongoing compliance support.

Insurance premium financing options for cash flow management.

Personal income protection, life and trauma insurance advice.

Property and machinery valuations to prevent underinsurance.

Corporate Estate and Succession Planning

We provide guidance on wills, partnership insurance, buy-sell agreements and superannuation strategy, helping business owners plan confidently for the future and protect what they have built for the next generation.

Business Interruption Analysis

We analyse your exposure to business interruption risk and advise on the right coverage to safeguard your revenue and continuity in the event operations are impacted by an insured event.

Making Complex Operations Simple for ASX-Listed Companies

Specialist Guidance Across Every Risk Area

Our consultancy team draws on deep industry knowledge and trusted partnerships to deliver practical risk management guidance that goes well beyond the policy document.

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.

Insurance Consultancy Services | A Complete Risk Management Programme

We go beyond broking to provide specialist consultancy services that address the full spectrum of your business risk, from workplace safety to personal protection and everything in between.