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Financial Planning & Wealth Management
We help individuals, families and business owners build, protect and grow their wealth - with personalised financial advice that's built around your life, your goals and your future.
Is Your Money Working as Hard as You Are?
Whether you're building towards retirement, growing an investment portfolio, protecting your income or simply wanting more clarity over your financial future - the right advice, delivered at the right time, makes an enormous difference. We're here to have that conversation.
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Experience That Makes a Difference
Our financial planning team combines technical expertise with genuine care for the people we work with. We listen first, advise second - and stay with you every step of the way.
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
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.
Andrew O'Neil
Senior Financial Planner
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.
Louise Davies
Senior Financial Planner
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