Fortuna Advisory Group

Fortuna Advisory Group Fortuna provides integrated financial services for Australian businesses and individuals. (08) 9240 4211
[email protected]

With 16 offices nationwide, our experienced team delivers tax, advisory, wealth, insurance, legal, HR, IT, finance broking and CFO solutions. At Fortuna, we provide comprehensive financial services to Australian businesses and individuals. Whether you need support with a specific financial matter or ongoing advice across multiple areas, our experienced professionals work together under one roof to

deliver the expertise you need. Across 16 offices Australia-wide, we’re dedicated to helping our clients reach their financial goals. Our services include:

• Business Advisory, Tax & Accounting
• Financial Planning & Wealth Management
• Business & General Insurance Broking
• Legal Services & Succession/Estate Planning
• Managed IT & Cybersecurity
• HR, Recruitment & Investigation Solutions
• Mortgage Broking & Business Loans
• CFO Services & Bookkeeping

We’re proud to be recognised nationally for the work we do, receiving:

🏆Business Advisory Firm of the Year - Australian Accounting Awards 2024
🏆 Multiservice Firm of the Year - Australian Accounting Awards 2023
🏆 Firm of the Year - Australian Accounting Awards 2022

Through our Fortuna Foundation, we currently support people experiencing homelessness and hardship with free laundry services through our Positive Spin Van. At Fortuna, we genuinely care about our clients and take pride in the work we do. We believe our insight and foresight are valuable assets for every person and business we serve. Get in touch to find out how we can help you achieve your financial goals.

Exciting news - Mortgage Masters Queensland is now part of Fortuna Advisory Group.We're thrilled to welcome Paul Menti a...
02/07/2026

Exciting news - Mortgage Masters Queensland is now part of Fortuna Advisory Group.

We're thrilled to welcome Paul Menti and his clients to the Fortuna family. Paul brings over 22 years of broking experience, more than 2,000 loans settled and a genuine passion for helping people build wealth through property - born from his own experience navigating the home loan process and a firm belief that the right advice makes all the difference.

Paul joins our Finance division led by Alana Magee, expanding our lending capability across residential, investment, commercial and asset finance. His deep roots on the Sunshine Coast and strong presence in Townsville further expand Fortuna's reach across Queensland.

Welcome to Fortuna, Paul - and welcome to all the Mortgage Masters Queensland clients who come with him. You're in great hands.

📞 (08) 9240 4211
🌐 https://hubs.ly/Q04nbPxm0

Fortuna is coming to Carnarvon. 📍Sian (Accounting) and Sheree (Insurance) will be in the Gascoyne 10th to 13th July with...
29/06/2026

Fortuna is coming to Carnarvon. 📍

Sian (Accounting) and Sheree (Insurance) will be in the Gascoyne 10th to 13th July with limited appointments available.

👉 Friday 10 July — 1pm to 6pm
👉 Saturday 11 July — 9am to 5pm
👉 Sunday 12 July — 9am to 12pm
👉 Monday 13 July — 8.30am to 10.30am

Get your tax, business strategy or insurance sorted with a team that knows regional WA. Book now at https://hubs.ly/Q04mVSZQ0 or call (08) 9240 4211.

24/06/2026

Every stage. Every milestone. Every time you need us.

Across eight service divisions, at Fortuna Advisory Group we've got you covered.

With you for life.
https://hubs.ly/Q04l0w240

New look. Same Fortuna.Today we launch our new website - a refreshed home for all things Fortuna Advisory Group.Same tea...
15/06/2026

New look. Same Fortuna.

Today we launch our new website - a refreshed home for all things Fortuna Advisory Group.

Same team. Same values. Same commitment to our clients across accounting, legal, insurance, finance, wealth management, HR and technology. Just a look and feel that better represents where we are and where we are headed.

This is just the first step. More exciting tools and resources are on their way!
Take a look: https://hubs.ly/Q04lmNXB0

08/06/2026

We're West Perth Official!📍

We've called 147 Colin Street head office since July - our signage just caught up!

Fortuna Advisory Group - West Perth.

Congratulations Tanushree Arora-Sopori, Principal & Broking Operations Manager, for being recognised in Insurance Busine...
22/05/2026

Congratulations Tanushree Arora-Sopori, Principal & Broking Operations Manager, for being recognised in Insurance Business’ Hot List 2026.

The Insurance Business team considered more than 300 professionals and selected 54 for their leadership, innovation and contribution to the industry.

Thank you for the impact and difference you make to clients here, at Fortuna Insurance.

Read the article for more info: https://hubs.ly/Q04hBHt80

Wishing a wonderful Mother's Day to all the incredible mums in our community - from our team to yours, we hope your day ...
10/05/2026

Wishing a wonderful Mother's Day to all the incredible mums in our community - from our team to yours, we hope your day is filled with love, laughter, and joy.

One cyberattack every six minutes. The average cost to a small WA business: $56,600 - up 14% in a year.Yet only 10–20% o...
17/04/2026

One cyberattack every six minutes. The average cost to a small WA business: $56,600 - up 14% in a year.

Yet only 10–20% of Australian SMEs hold a cyber insurance policy.

Cyber insurance has shifted from a specialist niche to a commercial necessity - but having a policy isn't enough. Industry data shows approximately 40% of cyber claims are denied or disputed, most commonly because MFA wasn't fully implemented, or because the application overstated the controls actually in place.

Our latest article breaks down what cyber insurance actually covers in 2026, what underwriters now require before they'll insure you, and the specific reasons claims get denied - even when a policy exists.

If you're a WA business owner, this is worth 10 minutes of your time.

Read the full article here: https://hubs.ly/Q04ctGTS0

WA businesses face rising cyber threats in 2026. Learn what cyber insurance covers, what insurers require, and how to protect your business - from Fortuna Advisory Group.

We’re growing and we’re looking for great people to grow with us.Fortuna Advisory Group is a team of 100+ professionals ...
10/04/2026

We’re growing and we’re looking for great people to grow with us.

Fortuna Advisory Group is a team of 100+ professionals delivering high-quality support to clients across eight specialties nationwide.

We’re currently hiring:
• Senior Financial Planner (Financial Planning & Wealth Management) | West Perth
• Senior Accountant (Business, Accounting & Tax Advisory) | West Perth
• Assistant Manager | Business Services - West Perth
• Assistant Manager | Business Services - Maida Vale

What sets us apart:
✔ A collaborative, down-to-earth team culture
✔ Exposure to a diverse range of clients and work
✔ Genuine career progression as we continue to expand

If you take pride in your work and enjoy being part of a close-knit, high-performing team, we’d love to connect.

Learn more about joining Fortuna Advisory Group via the links in the comments. ⬇️

Happy Easter from all of us at Fortuna. 🐣Wishing you a wonderful Easter and long weekend filled with joy, good company, ...
05/04/2026

Happy Easter from all of us at Fortuna. 🐣

Wishing you a wonderful Easter and long weekend filled with joy, good company, and plenty of chocolate!

Address

147 Colin Street
Balcatta, WA
6005

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Telephone

+61892404211

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