Founded in 2011 by visionary leader Dinesh Aggarwal, Fortuna Advisory Group has evolved into a dynamic conglomerate of companies dedicated to turning financial dreams into reality. With our expansive network of 6 divisions across 16 offices throughout Western Australia, we empower businesses and individuals to reach their full potential through financial understanding and security.

At Fortuna, we pride ourselves on providing award-winning solutions across a comprehensive suite of services:

• Business Advisory, Tax & Accounting
• Mortgage Broking & Business Loans
• Legal Advice & Services
• CFO Services & Bookkeeping
• Financial Planning & Wealth Management
• Business & General Insurance

What truly sets Fortuna apart is our distinctive culture, rooted in strong organisational values that guide our every action and decision. We believe in standing out from the crowd, not just through our services, but through our approach to client relationships. At Fortuna, we treat our customers as if they were guests in our own home, embracing their potential and building relationships based on mutual respect, expertise, and friendship.

Our journey of growth has led to significant regional expansion across Australia. We’ve established a strong presence in key agricultural areas, recognising the unique financial needs of the farming and rural communities. Our specialised agricultural advice services cater to the complexities of rural finances, from farm succession planning to navigating seasonal challenges. This expansion allows us to bring our expertise directly to the heartland of Australian agriculture, ensuring that regional businesses and families have access to top-tier financial guidance tailored to their specific needs.

Our commitment to sustained excellence and continuity is the cornerstone of our practice. It’s what drives us to make a lasting impact on business owners, their teams, customers, and society at large. Our dedication has been recognised with numerous accolades, including the Business Advisory Firm of the Year at the Australian Accounting Awards 2024, and sitting on the AFR Top 100 Accounting Firms List 2023.

Beyond our professional services, we’re deeply committed to giving back to society through our philanthropic arm, The Fortuna Foundation. This initiative allows us to extend our positive influence beyond the business world and contribute to broader societal betterment.

At Fortuna Advisory Group, we don’t just manage your finances – we cultivate your future, turning potential into prosperity for life.

Awards and Laurels:

Australian Accounting Awards 2024

• Business Advisory Firm of the Year

Australian Accounting Awards 2023

• Multiservice Firm of the Year

Winners, Accountants Daily, Australian Accounting Awards 2022

• Firm of the Year
• New Partner of the Year

Winner, Australian Accounting Awards 2020

• Boutique Firm of the Year (More than 20 Employees)

WA Finalist, Telstra Business Awards 2019

• Medium and Making Waves

Winner, Australian Accounting Awards 2019

• Multiservice Firm of the Year

Finalist, Australian Accounting Awards 2019

• Mid-size Firm of the Year (20 employees or more)
• Business Advisory Firm of the Year

Winner, India Australia Business & Community Awards 2018

• SME of the Year

Finalist, Australian Accounting Awards 2018

• Business Advisory Firm
• Diversified Firm of the year and
• Marketing Program of the year

Fortuna (after rebranding in May 2013):

• Winner, Stirling Business of the Year 2017
• WA Finalist, 2016 and 2015 Telstra Business Awards (Small Business)
• Finalist, Wanneroo Best Business of the Year 2015 (Over 5 & Under 20 employees)
• Winner, Business News Best Customer Service Award 2014
• Finalist, Common Wealth Bank (NW Metro) Best Business of the Year 2014
• Finalist, Common Wealth Bank (NW Metro) Best Customer Service Award 2014