Fortuna Advisory Geraldton

Stephen (better known as Steve) is dedicated to providing each and every client with the utmost attention to their individual business requirements. For a decade, Steve was employed by a major accounting firm; his professionalism and skill ultimately led to him being offered partnership. He left to establish the partnership of Douglas, Cross & Chamberlain, located in Geraldton, which has now been operating for 25 years.

He is a highly experienced, well known, Chartered Accountant specialising in agriculture. Steve's clients are as far east as Southern Cross, Merredin, and Hyden, and as far north as Kalbarri and Northampton. He is well respected throughout the manufacturing and retail industry where he sits on several boards as Chief Financial Officer.

Honoured as one of Australia’s top three SME Tax Advisers of the Year 2015 by the Tax Institute, Dinesh is also winner of the prestigious 40 Under 40 Young Business Leader 2012 and 2013 titles by CPA Australia.

With over 20 years of experience in Accounting, Finance and Business Management in top corporate positions, both in Australia and overseas, as well as over 5 years of experience in the financial planning industry, he is a well-known professional, rendering advice to clients in Australia and overseas on tax matters, financial matters, and business services.

Dinesh provides specialist advice on Self-managed Superfunds, handles objections with the ATO and appeals at the Tribunal level. He has sat on the board of several companies and not for profit organisations including the Wanneroo Business Association and Fortuna Foundation.

Dinesh not only manages major international clients but also helps new clients set up businesses in Australia. He provides strategic planning advice to SMEs to help them grow their business. Dinesh is the former Chairman of the Public Practice committee of CPA Western Australia, and was formerly a member of the CPA Australia Public Practice Board.

Dinesh Aggarwal and Fortuna Wealth Management Pty Ltd are Authorised Representatives Nos 1267478 and 12667477 (respectively) acting under authority from Synchron.

With nearly a decades’ worth of experience in Australian and overseas Tax systems, Amit is a qualified Chartered Accountant (CA) and holds a Master’s in Professional Accounting & MBA from Edith Cowan University.

An expert in small-medium businesses, Amit specialises in Tax Planning & Structuring, Self-managed Superfund Compliance, Management Accounting and Investment strategies. Over time, Amit has established himself as a trusted advisor with experience in both public practice and commerce.

Apart from being a thorough professional, Amit is fun to have around and exudes a charm that makes him easily approachable. He believes in treating clients as if they were guests in his own home. It is this belief that drives him in establishing relationships based on mutual respect, expertise, and friendship.

Passionate about making a positive difference, Amit volunteers in social causes that help the underprivileged in the community. He is also an avid sportsman and a professional dancer who believes in keeping healthy and active as an essential part of life.