Meet our Founder & Group CEO
Dinesh Aggarwal
FCPA, CA, CMA, FTI, DFP (Adv)
With over 20 years of experience in Accounting, Finance and Business Management in top corporate positions,
both in Australia and overseas, he is a well-known professional, rendering advice to clients in Australia and overseas on tax matters and business services
Dinesh not only manages major international clients but also helps new clients set up businesses in Australia. He also 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.
Meet the Senior Team
A master’s degree holder in Business Administration (Advanced Finance), Mili also has a bachelor’s degree in commerce and an Advanced Diploma in Financial Services. She has thorough knowledge of the Financial Services Industry and is well versed with its intricacies.
With 15 years of management experience in both local and international markets, Mili leads the Financial Planning sector with dedication to the interest of the firm’s clients. Her passion is to see the firm’s clients achieve not only financial freedom, but the joy of achieving their dreams. Mili is a mother of 2, loves reading and enjoys traveling to experience varied cultures when not spending time with her family.
Since selling his last business in 2017, Alan has been assisting SMEs in their growth across the diverse sectors of Rail, Accounting, Insurance, Remote Medical, Strata Management, IT Services and Overseas Outsourcing.
In the past 40 years in business, he has owned over 40+ business enterprises in areas from labour hire, training, railways, truffles, recycling, and tourism, just to name a few! Alan now uses the battle scars, learnings, and journey of business to help others who are starting out or who are seasoned professionals – time to use that knowledge and experience to good effect!
Stephen is an experienced lawyer who specialises in corporate law, resources, and tax. He has spent over 20 years working in a major national firm and as General Counsel and Company Secretary in international ASX-listed companies.
His mix of in-house and big-firm experience give him sharp business focus combined with technical excellence and rapid response times. He excels in communicating complex legal ideas to stakeholders in plain language.
He has acted on a wide range of major corporate transactions including hostile and friendly takeovers, debt and equity finance raisings and major asset sales and acquisitions. From various international roles he is adept at managing legal and tax issues across multiple jurisdictions. He is also a registered Migration Agent.
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. As an experienced business strategist and CFO, he heads the Business Services & Tax division of the group’s Perth operations.
He has a significantly large client base varying from West Australian SMEs to Australian subsidiaries of MNCs. He is also advisor to a number of large Indigenous organisations, both in Perth and regional WA. His speciality lies in Strategic Planning, Compliance and Financial Control. Melvyn’s vast knowledge in Asian Engagement has seen him as a contributor at WA’s Parliamentary Inquiry to enhance economic relationship between WA and the Republic of India.
In 2019, he was named as one of Australia’s top 5 Young Professionals (IABCA 2019) in Brisbane and received an acknowledgement from Hon Scott Morrison MP, Prime Minister of Australia. He is a national youth influencer and sits on the board of a ACNC registered Not-for-Profit as well amongst other organisations.
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.
Director & Senior Financial Planner
Louise has been in the financial services industry since 2004. She thrives on providing holistic advice to her clients and enjoys guiding them along the journey of each life stage. Louise has a Bachelor of Commerce degree majoring in Financial Planning and Accounting.
Over her career, Louise has been a highly sought guest speaker at many public events and in the media, some of which include Today Tonight, The Every Women Expo, Secrets in the Garden, The Sattler Files and Bump WA.
Sumit is a seasoned Business Insurance & Risk Management Specialist with extensive experience in the financial services industry. As the Managing Principal of Fortuna Insurance Services and Founder & Managing Director of both Imperium Insurance & Financial Solutions and Medsurance & Insurance Café, Sumit brings a wealth of expertise to his roles.
His skills span Portfolio Management, Financial Risk, Business Relationship Management, Risk Management, and Property & Casualty Insurance. A strong sales professional, Sumit is a graduate of ANZIIF and holds a tertiary qualification in business management, underpinning his comprehensive approach to insurance and risk solutions.
Sumit’s excellence in the field was recently recognised when he was named the 2024 QBE Authorised Representative Broker of the Year at the Insurance Business Awards, further cementing his status as a leader in the insurance industry. An avid trekker, Sumit loves hitting the trails whenever he can escape the office.
Peter Newbound
Director – Insurance
Peter has been in the general insurance industry for almost 50 years. The journey has entailed working across many facets, such as underwriting, reinsurance, claims, broking & premium financing. His broking experience has included multinational clients along with major construction & a raft of occupations. He has spent time in Sydney in both national & state manager roles, albeit predominantly WA where he was born. Peter is a past State President of the Insurance Institute of WA & National Board Member (ANZIIF), previous NIBA mentor & has sat on various community boards including being the past President & Board of Wanneroo Business Association (WBA), as well as Bendigo Kingsway Community Bank for 7 years. His interests include travelling, fishing, and wine appreciation together with food pairings.
Tanushree has over 16 years of experience in the insurance industry. Her diverse background, shaped by exposure to various cultures, has cultivated a deep understanding of client needs. Tanushree’s expertise spans Account Management, Claims Management, People Management, Business Development, Sales, and Customer Satisfaction, honed through senior positions at multinational brokers and large insurers.
Her exceptional performance has earned her recognition via several awards, including becoming a 2023 NIBA Broker of the Year Finalist and 2024 Insurance Business Awards Woman of Distinction Finalist. Tanushree’s approach uniquely blends traditional human touch with innovation and technology to meet clients’ insurance needs effectively, which she does while leading a dedicated team with over 25 years of combined industry experience.
In her free time, Tanushree loves cooking and dancing, finding joy in these creative pursuits outside of her professional life.
Mark Polglase, Managing Principal at Fortuna South West, brings over three decades of accounting and financial expertise to the table. A 1988 graduate, Mark cut his teeth in Perth for 8 years before founding Growth Partners in Mandurah in 1997. His vision? Offering multidisciplinary services to clients – a dream he’s thrilled to expand on with Fortuna.
In 2019, Mark made the move to Busselton, and now calls Dunsborough home with his wife. His speciality? Navigating the complex world of tax and finance for individuals and small family businesses across all industries.
When he’s not crunching numbers, you might spot Mark exploring local walking trails or casting a line from his kayak. And come AFL season, there’s no mistaking his purple passion – he’s a die-hard Fremantle Dockers fan who lives and breathes footy.
With deep local roots and a wealth of professional experience, Mark is truly committed to bettering the South West community, leveraging his expertise to help local businesses and individuals thrive while actively contributing to the region’s growth.
Business Growth Manager / Executive Assistant
With a career in the accounting industry spanning back as far as 2004, Elissa brings with her a wealth of knowledge. She is passionate about ensuring clients needs are being met and assists where possible to ensure that the client journey is a positive one. Elissa always welcomes clients thoughts, concerns and feedback as this arms her with even more knowledge to be able implement new systems for an overall better client experience – with the most recent of her undertakings been the implementation of electronic signing.
Her passion for organisation and efficiency leads her to hold two hats under Fortuna, with Elissa also taking on the role of Executive Assistant to Managing Director, Dinesh Aggarwal.
Outside of the workplace, Elissa is a busy mum of two young children and enjoys spending time with them at the beach or at one of their many sporting events. When she gets a quiet moment Elissa enjoys… who are we kidding, there are no quiet moments!
