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Expert Financial and Business Advice in Perth and Surrounding Suburbs
From startups to established businesses and high-growth companies, our Perth team delivers a full suite of eight expert services across financial advisory, tax, insurance, legal, IT, HR, finance and bookkeeping to the professionals and businesses driving WA's economy.
Fortuna Advisory Group - AFR #40 Top 100 Accounting Firms 2025
Fortuna Advisory Group - Business Advisory Firm of the Year 2024
Serving Perth businesses and families across WA
How We Help You in Perth and Surrounding Suburbs
Business Advisory, Tax & Accounting
Wealth Management
Business Insurance
Legal Advice & Services
Managed IT & Cybersecurity
HR & Recruitment
Finance Services
CFO & Bookkeeping
Business Advisory, Tax & Accounting
Helping Perth businesses and professionals with strategic planning, tax compliance, SMSF advice and corporate financial structures.
Tax planning and compliance
SMSF and superannuation
Strategic business development
ATO Audits & Disputes
We take the stress out of tax reviews by handling the paperwork and overseeing the audit process. Relax at tax time knowing you're ATO compliant - no shuffling or sorting required!
International Tax
Our experienced team demystifies international tax and residency rules for expats, foreign investors and Australian subsidiaries, making cross-border tax matters less - taxing.
Business Planning
We design tailored structures, strategies, budgeting, and forecasting to support new and existing businesses plan smart, grow fast and pave the way for long term success.
Business Development
Want to discover new opportunities, step-up your market presence and drive growth with vision and purpose? We can help you get there.
Tax & Compliance Services
Streamline tax, manage risks, and boost efficiency so you can advance your goals, protect your assets, and focus on both business growth and personal success. We work with individuals, sole traders, trusts, companies and not-for-profits - covering returns, activity statements, payroll tax, fringe benefits and more.
Bookkeeping Services
Enjoy peace of mind with balanced books, accurate records, and financial clarity so you can focus on the next step towards growing your wealth.
Buy & Sell a Business
Found a new business opportunity? We can help you to maximise value, get excited for possibilities and minimise your stress with expert guidance.
Management Accounting
Turn numbers into knowledge and empower smarter decisions. We're the human calculators you need for business efficiency and financial forecasting to change possibilities into reality.
CFO & Company Secretary
Protect your assets and keep everything on track with our CFO and Company Secretary service. We safeguard the value of local businesses and work with SMEs and multinational clients exploring new horizons.
Estate Planning
We support you with thoughtful strategies that help protect wealth, honour wishes and secure your legacy for generations to come.
Succession Planning
We help design succession plans to ensure seamless business continuity, preserve the value of your hard work, safeguard profits, and protect your legacy - keeping your vision strong well into the future.
Foreign Business Planning
If you're ready to trade on the global stage, our understanding of foreign markets will help you mitigate risk and take the leap at the right time for optimal success.
SMSF
Our qualified, experienced advisors remove the complexity around superannuation, guiding you to maximise growth, optimise tax benefits and secure the retirement lifestyle you deserve.
Not-for-Profit Accounting
Running a not-for-profit comes with a unique set of obligations - and we know them inside out. From set-up and compliance under the ACNC and ORIC through to budgeting and grant acquittals, we give your organisation the support it needs to focus on the work that matters.
Property Investment & Portfolio Building
Ready to build wealth through property? We work alongside buyers' agents, finance brokers and developers to help you structure, grow and manage a property portfolio that works for you - from direct investment and syndicates through to sub-divisions and development.
Meet Your Local Advisors
Our Perth team is embedded in the local business community and understands what it takes to succeed across WA's most dynamic and diverse commercial environment. Whether you are a growing SME, a professional services firm or a business with complex needs, we bring the full breadth of Fortuna's eight divisions to support you.
Award-winning, internationally experienced and genuinely one of a kind, Melvyn leads Fortuna's Perth metro accounting operations with deep expertise, a sharp strategic mind and a sense of humour that keeps everyone guessing.
Melvyn Gilbert
Managing Director - Accounting
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.
Sian Ferraz
Principal
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.
Tara Petering
Principal
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.
Rowan Ellery
Senior Tax 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.
Graeme Pickrell
Principal
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.
David Jury
Principal
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.
Nitin Vashisht
Principal
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
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
Tanu Arora-Sopori
Principal & Broking Operations Manager - Fortuna 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.
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
With more than 25 years of commercial legal experience, John brings sharp expertise and practical thinking to every matter - from complex transactions to succession planning that sticks.
John Shingleton
Managing Director - Legal
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.
Jodie Kerr
Associate Lawyer
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.
Kim Valenti
Consultant
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.
Angela Daniel
Solicitor
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.
Bishoy Mekhaiel
Solicitor
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.
Neil Scaddan
Senior Property & Finance Paralegal
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.
Mehul Aggarwal
Solutions Engineer
With 18 years of senior HR and investigations experience, Chris leads Fortuna People Solutions with commercial clarity, deep expertise and a genuine commitment to building workplaces that work.
Chris Straughan
Managing Director - HR & Recruitment
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.
Michael Seeds
Recruitment Manager
With more than 16 years of lending experience and a reputation for finding solutions where others can't, Alana leads Fortuna Finance with a client-first philosophy, sharp commercial expertise and a genuine passion for empowering the people she works with.
Alana Magee
Managing Director - Finance
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.
Luke Gavin
Finance Broker