Fortuna Advisory Group
Fortuna Advisory Group is a privately held Australian multi-disciplinary advisory firm founded in 2012, serving more than 12,000 individuals, families and SMBs across 17+ locations in Western Australia and New South Wales through eight integrated divisions spanning accounting, tax, wealth management, insurance, legal, IT, HR and finance broking.
- Company typePrivate
- Founded2012
- HeadquartersPerth, Australia
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Fortuna Advisory Group does
Fortuna Advisory Group is a privately held Australian multi-disciplinary business advisory firm headquartered in West Perth, Western Australia, founded in 2012 by Dinesh Aggarwal. The firm operates as a group of wholly-owned subsidiaries delivering eight integrated service divisions: Business Advisory/Tax & Accounting, Wealth Management, Business Insurance, Legal Advice & Services, Managed IT & Cybersecurity, HR & Recruitment, Finance Services, and CFO & Bookkeeping. Underlying technology consists of certified third-party cloud accounting platforms (Xero, MYOB, QuickBooks) integrated with manual advisory workflows; no proprietary platform or AI capabilities are disclosed.
The firm serves more than 12,000 clients — primarily Australian individuals, families and SMBs across 12 industry verticals (including mining, agriculture, construction, hospitality, medical and real estate) — through 17+ office locations spanning Perth metro, regional Western Australia (Mandurah through Karratha) and Caringbah in New South Wales. Distribution is relationship-led via seminars, workshops, community events and direct advisory consultations, with pricing quote-based and contracts typically multi-year. The firm is regulated through multiple AFSLs and Australian Credit Licence 501177 held across its subsidiaries.
Fortuna earns revenue predominantly through professional services fees (accounting, tax, legal, HR, wealth management, insurance broking commissions, managed IT services, and transaction fees from finance/mortgage broking). The firm was ranked 40th in the AFR TOP 100 Accounting Firms 2024 with consecutive listings in 2023 and pending 2025, and has won Australian Accounting Awards, QBE Broker of the Year 2024, and various regional business awards, signalling established brand credibility within the Australian mid-tier advisory market.
Fortuna Advisory Group firmographics
Firmographics- Name
- Fortuna Advisory Group
- Legal name
- Fortuna Advisory Group
- Website
- https://fortunaadvisors.com.au
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Fortuna Advisory Group is a privately held Australian multi-disciplinary advisory firm founded in 2012, serving more than 12,000 individuals, families and SMBs across 17+ locations in Western Australia and New South Wales through eight integrated divisions spanning accounting, tax, wealth management, insurance, legal, IT, HR and finance broking.
- Ownership category
- akta.pro rank
Fortuna Advisory Group industry classification
Industry- Product category
- Accounting & Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)
- akta.pro secondary industry
- Captive Insurance Advisory & Management (FSAEADAF)
Keywords
Where Fortuna Advisory Group is headquartered
LocationHeadquarters
- HQ city
- Perth
- HQ country
- Australia
- HQ region
- Oceania
Offices14 records
Markets served
Fortuna Advisory Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D, Others
Revenue model
- Business Advisory, Tax & Accounting: Core accounting services including ATO audits, international tax, business planning, tax & compliance, bookkeeping, management accounting, CFO services and company secretary.
- Wealth Management: Financial planning and wealth management services for individuals and families including strategic planning, investment advice, retirement planning, superannuation, SMSF, budgeting and estate planning.
- Business Insurance: Insurance broking and risk management services including claims management and consultancy.
- Legal Advice & Services: Legal services covering business law, mergers & acquisitions, commercial leasing, finance law, land reservation and compensation.
- Managed IT & Cybersecurity: IT services including managed IT, cybersecurity, VoIP, system design, infrastructure and IT project management.
- HR & Recruitment: Human resources services including recruitment, outsourced HR support, senior advisory, strategy & technology, and workplace investigations.
- Finance Services: Finance and mortgage broking including home loans, investment loans, refinancing, business acquisition finance, commercial property finance and business loans.
- CFO & Bookkeeping: Outsourced CFO services, company secretary, bookkeeping, management accounting and budgeting & cashflow management.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Professional advisory services - quote-based |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Fortuna Advisory Group product offering
Product offeringCore offering
Fortuna Advisory Group is an Australian multi-service advisory firm that delivers integrated accounting, tax, wealth management, business insurance broking, legal, managed IT/cybersecurity, HR/recruitment, finance/mortgage broking and outsourced CFO/bookkeeping services to individuals, families, businesses and corporations. Services are delivered through 17+ office locations and a team of 122 professionals across Western Australia and New South Wales, with book-to-advisory hand-offs across cloud accounting platforms including Xero, MYOB and QuickBooks.
Product overview
Fortuna Advisory Group is a multi-service accounting and financial advisory firm offering a unified platform of integrated services. The core offering comprises eight interconnected divisions: Business Advisory/Tax & Accounting, Wealth Management, Business Insurance, Legal Advice & Services, Managed IT & Cybersecurity, HR & Recruitment, Finance Services, and CFO & Bookkeeping. Within the CFO & Bookkeeping division, the firm provides specialized modules including outsourced CFO services, budgeting and cashflow management, management accounting and reporting, bookkeeping services, and company secretary services. These services work collaboratively, with bookkeeping connecting directly to accounting, CFO, and finance broking teams, and company secretarial services coordinating with legal and accounting teams. The firm supports cloud accounting platforms including Xero, MYOB, and QuickBooks.
Differentiator
Problem solved
Functional benefit
Brands
- Fortuna Wealth Management: Financial planning and wealth management division providing strategic financial planning, investment advice, retirement planning, superannuation advice, and budgeting services.
- Fortuna Insurance
- Fortuna Legal
- Fortuna Tech
- Fortuna People Solutions
- Fortuna Finance
- Fortuna Foundation
Products and services
- Business Advisory, Tax & Accounting
Quantifiable outcome
- 122 professionals serving 12,000+ clients across Australia
- +2 more outcomes
Companies that use Fortuna Advisory Group
Customer profileNamed customers7 records
Segments6 records
Ideal customer profiles4 records
Fortuna Advisory Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature1 record
Fortuna Advisory Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Positive Spin Laundry VanminorCommunity partnership supporting the Positive Spin Laundry Van which travels around Perth five days a week to support those in need. Fortuna Foundation sponsors this outreach initiative as part of 8+ years of community engagement.
Scale indicators6 records
Recent moves6 records
Expansion highlights6 records
Fortuna Advisory Group competitors and assessment
Company assessmentDirect peers
- Pitcher Partners: Australian multi-service accounting, advisory, and wealth management network with national offices serving SMEs, family businesses, and corporates. Closely comparable to Fortuna's8-division integrated advisory model and similar client segments.
- RSM Australia: Mid-tier Australian accounting and advisory network offering audit, tax, consulting, and wealth services to growing businesses. Competes directly with Fortuna in the SME and mid-market advisory segment with a comparable multi-service platform.
- BDO Australia: Top-10 Australian accounting and advisory firm offering audit, tax, consulting, and transaction services. Comparable multi-disciplinary advisory platform serving similar SMB and mid-market clients, with broader geographic coverage.
- Crowe Australasia: Australian accounting, audit, and advisory network serving mid-market and SME clients across multiple states. Comparable integrated advisory offering and similar target segments to Fortuna.
- William Buck: Australian mid-tier accounting and advisory firm with strong regional presence and similar multi-service approach covering tax, audit, wealth, and business advisory. Closely comparable in scale and target customer profile.
- HLB Mann Judd: Australian accounting and business advisory network providing tax, audit, advisory, and wealth services. Comparable multi-service platform targeting SMEs and businesses across Australia.
- Nexia Australia: Australian mid-tier accounting and advisory network offering audit, tax, business advisory, and consulting. Comparable integrated advisory approach with similar SMB and mid-market focus.
- Bentleys Australia: Australian accounting and advisory network delivering tax, audit, wealth, and business advisory services to SMEs, family businesses, and corporates. Directly comparable multi-disciplinary service model.
Broad incumbents
- Grant Thornton Australia: Larger national and global advisory firm with broader capabilities and resources than Fortuna. Competes in overlapping SME and mid-market advisory segments, though with a wider portfolio and deeper specialist benches.
- Mazars Australia: International accounting and advisory firm with Australian operations serving SMEs, mid-market, and large corporates. Overlaps with Fortuna's tax, advisory, and CFO services but operates at greater scale and with broader geographic reach.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Fortuna Advisory Group social profiles
Digital presenceFortuna Advisory Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Fortuna Advisory Group leadership team
Management profileNumber of profiles
Profiles13 records
Fortuna Advisory Group subsidiaries and ownership
Company hierarchySubsidiaries6 records
Fortuna Advisory Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Fortuna Advisory Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Fortuna Advisory Group
What does Fortuna Advisory Group do?
Fortuna Advisory Group is an Australian multi-service advisory firm that delivers integrated accounting, tax, wealth management, business insurance broking, legal, managed IT/cybersecurity, HR/recruitment, finance/mortgage broking and outsourced CFO/bookkeeping services to individuals, families, businesses and corporations. Services are delivered through 17+ office locations and a team of 122 professionals across Western Australia and New South Wales, with book-to-advisory hand-offs across cloud accounting platforms including Xero, MYOB and QuickBooks.
Is Fortuna Advisory Group a public or private company?
Fortuna Advisory Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Fortuna Advisory Group founded?
Fortuna Advisory Group was founded in 2012. It employs 11 to 50 people.
Where is Fortuna Advisory Group based?
Fortuna Advisory Group is headquartered in Perth, Australia, in the Oceania region.
How does Fortuna Advisory Group make money?
Eight revenue lines are on record. Business Advisory, Tax & Accounting is the primary driver. The others are wealth Management, business Insurance, legal Advice & Services, managed IT & Cybersecurity, HR & Recruitment, finance Services and CFO & Bookkeeping.
Who are Fortuna Advisory Group's main competitors?
Direct peers on record are Pitcher Partners, RSM Australia, BDO Australia, Crowe Australasia, William Buck, HLB Mann Judd, Nexia Australia and Bentleys Australia. Broad incumbents are Grant Thornton Australia and Mazars Australia.
Does Fortuna Advisory Group have an API?
No public API is recorded for Fortuna Advisory Group.
What industry is Fortuna Advisory Group in?
Fortuna Advisory Group's product category is Accounting & Financial Advisory Services. Its primary akta.pro industry code is FSAEABAF, Retirement Plan Participant Advice & Managed Accounts, with a secondary code of FSAEADAF, Captive Insurance Advisory & Management. Its NAICS code is 523940 and its SIC code is 6282.