Fortuna Advisory Group’s Capacity to Service Regional Communities Grows with Acquisition of Douglas Cross and Chamberlain Accounting Firm in Geraldton

WESTERN AUSTRALIA – 18 November 2021 

• The acquisition boosts the former capabilities of Douglas Cross and Chamberlain Chartered Accountants. Clients benefit from the addition of services not previously accessible at the firm, such as legal, brokerage, financial planning, and CFO services. 
• Enables existing clients in regional WA increased access to an office facility.

Fortuna Advisory Group (“Fortuna”) today announced that it has completed the acquisition of Douglas Cross and Chamberlain Chartered Accountants (“DCCCA”) in Geraldton, with the official takeover completed on the 7th of October 2021.

Established by Greg Douglas, Steve Cross and Phillip Chamberlain, DCCCA has been operating for over 25 years; providing comprehensive accounting services, including tax assessments and superannuation. Specialising in primary production industries, DCCCA boasts extensive experience within the farming and fishing sectors. 

Fortuna Advisory Group is a credible and resourceful business advisory firm based in Perth delivering award-winning and tailor-made solutions through its business advisory, accounting, financial planning, business insurance and legal services, among others. Catering to both local and international clients, Fortuna is passionate about empowering individuals and businesses to reach their full potential and gain financial security.

“We are really pleased to welcome the team from DCCCA to the Fortuna family”, said Dinesh Aggarwal, Managing Director, Fortuna Advisory Group. “This is a distinct opportunity for us to expand our geographical footprint in the mid-west, strengthen the service offerings and be able to further advance customer experience. I am eager to combine our expertise and contribute to the ongoing success of the region”. 

“After several months of negotiations, we determined that Fortuna and DCCCA were a right fit. Through time and getting to know Steve, it became apparent we shared a very similar culture, work ethic and were both relationship-focused firms with strong values of honesty, integrity and accountability”.

Steve Cross, Director, DCCCA, said, “I’m looking forward to this exciting new journey and adding a new dimension of service for our clients by leveraging the resources and capabilities of Fortuna”.

DCCCA will continue to be managed by Partner Steve Cross, in conjunction with Dinesh Aggarwal; both parties operating as Directors. With this acquisition comes the retirement of Greg Douglas, Partner, DCCCA. To assist with management of the client base, a senior team member, Amit Sundrani, has been relocated from Perth to Geraldton to work alongside Steve.

This considered acquisition has assisted Fortuna to develop beyond its Perth and Carnarvon office, in Western Australia’s Gascoyne region, to now have a third established base in Geraldton.