Fortuna Advisory Group South West

10/02/2026

Welcoming Rachael Lowe, our newest member of our Fortuna team! (the one in blue)

Rachael's just joined us as an Accountant, working across both our Bunbury and Busselton offices, and has been a great addition to the team.

With six years of experience as a bookkeeper and tax consultant, plus recently completing her studies at ECU, Rachael brings a solid foundation in accounting and a practical understanding of what clients need.

She's looking forward to working alongside our South West teams and supporting businesses and individuals across the region.

Welcome to Fortuna Rachael!

06/02/2026

This weekend, we're cheering on our Busselton Principal Kat Rafferty as she dives into the 31st Busselton Jetty Swim!

Beyond her role at Fortuna, Kat serves as President of the organising committee for this iconic community event, helping bring together thousands of swimmers each year in support of important community initiatives.

Speaking to the South Western Times, Kat noted “What makes the Busselton Jetty Swim so special is our focus on being as inclusive as possible - encouraging swimmers of all ages, abilities, and backgrounds to take part and experience the sense of achievement that comes with completing the swim.”

It's people like Kat who make our communities stronger - and we couldn't be prouder to have her on our team.

Good luck Kat, we're all behind you! 🏊‍♀️

Busselton Jetty Swim City of Busselton - Local Government Visit Busselton, Western Australia Busselton Jetty

12/01/2026

We’re delighted to welcome Michelle Salibury to Fortuna Advisory Group as Senior Manager in our Albany office.

Michelle brings more than 20 years of senior-level experience, supporting business and farming clients across tax, succession planning, and strategic business advisory. Her depth of expertise, combined with her strong alignment to our group values, makes her a valuable addition to our South West division.

Michelle is looking forward to working closely with our existing clients and supporting new clients as they grow and plan for the future.

Please join us in welcoming Michelle to the team!

18/11/2025

03/11/2025

Attention Southwest locals‼️

Are you facing redundancy, or know someone in the Southwest region who is?

At our Fortuna Bunbury office, we’re offering 1-hour redundancy consultations with our Senior Financial Planner, Andrew O'Neil.

During your session, Andrew will:

- Review your redundancy payment and explain how it’s taxed
- Help you assess your financial position and options
- Discuss your superannuation, insurance, and short-term financial planning
- Provide practical guidance so you can move forward with confidence

Redundancy doesn’t define your future. It’s a moment of change, and with the right advice, it can become an opportunity to reset, refocus, and make choices that strengthen your long-term financial wellbeing.

To book your consultation, contact Tracy on (08) 9721 6922 or email [email protected]

👉Read our latest blog written by Andrew O’Neil, for strategies to manage your finances and make informed decisions about what’s next: https://hubs.ly/Q03Rg7DL0

22/10/2025

We recently received some fantastic feedback from a client who worked with Sharon Jefferys, one of our Senior Tax Consultants at our Mandurah office.

It’s always wonderful to hear positive experiences like this!
The client said it was their “best tax experience since being in Australia” which truly outstanding feedback.

Well done Sharon! Your a great asset to our team.

Keep up the great work Southwest team.

17/10/2025

Technology makes things faster but it doesn't always make them better. Especially when it comes to financial decisions that affect your family or business.

At Fortuna Advisory Group we believe some conversations are worth having with a real person. Whether that's face to face or via video call, what matters is understanding the full context of your situation.

Local knowledge matters. Industry experience matters. And being able to talk with someone who genuinely understands what you're trying to achieve matters too.

Our latest blog explores why personal advice still makes a difference in an increasingly automated world.

👉Read here: https://blog.fortunaadvisors.com.au/the-value-of-face-to-face-advice-in-finance

07/10/2025

POV: You’re trying to take nice photos of the team… 😂

A big thank you to the Southwest team for always bringing the good vibes and putting smiles on our faces, your energy is contagious!

02/10/2025

A quick throwback to earlier this month…

Mark and Sandra loved catching up with clients and community members at the Business After Hours event we co-hosted with Denmark Arts and the Denmark Chamber of Commerce.

Huge thanks to everyone who made the night so enjoyable!

24/09/2025

At Fortuna Advisory Group, we’re proud to support the vibrant communities across the Southwest. With five offices in the region, our experienced team is always within reach, offering tailored financial advice to suit your needs.

Take a look at where we are and who you might meet when you visit.

⭐Mandurah
2/279 Pinjarra Road, Mandurah, WA, 6210
(08) 9535 5566
[email protected]

⭐Bunbury
16 Stirling Street, Bunbury, WA, 6230
(08) 9721 6922
[email protected]

⭐Busselton
104 Queen Street, Busselton, WA 6280
(08) 9754 2903
[email protected]

⭐Margaret River
4/23 Fearn Ave, Margaret River, WA, 6285
(08) 9757 3887
[email protected]

⭐Albany
266 York Street, WA,6330
(08) 9841 5511
[email protected]

Wherever you are in the Southwest, there’s a good chance we’re just around the corner. Reach out to our financial advisory team today and see how we can support you.

📞 (08) 9240 4211
✉️ [email protected]
🌐https://hubs.ly/Q03FqF9j0