Insurance Broking and Risk Management

Your Risk, Our Responsibility

Every business is different. Our experienced brokers take the time to understand your operations, identify vulnerabilities and recommend coverage that genuinely reflects your risks. With access to a broad panel of Australia's leading insurers, we negotiate on your behalf and stay by your side as your business evolves.

Risk identification and analysis across your assets, people and operations.

Insurance comparison across leading Australian insurers.

Tailored, negotiated coverage built around your specific exposure.

Comprehensive submission and documentation prepared on your behalf.

Dedicated portfolio management and scheduled policy reviews.

Available on an ongoing basis to answer queries and respond to changes.

Analysis and Selection

We examine every insurance option available for your needs, comparing premiums and coverage levels across the market. Using specialist knowledge and long-standing insurer relationships, we recommend solutions tailored to your risk profile, not a generic off-the-shelf policy.

Ongoing Portfolio Management

Your circumstances change and your coverage should keep up. We maintain a detailed portfolio of all your policies, schedule regular reviews and are available whenever you need us, so your protection never falls behind your business.

Making Complex Operations Simple for ASX-Listed Companies

Experience That Makes a Difference

Our insurance specialists combine deep industry knowledge with genuine care, helping protect your business and support your long-term financial goals.

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.

Smart Insurance Broking for Australian Businesses

We analyse your risks, negotiate with leading insurers and structure coverage that protects what you have built without paying for what you do not need.