Meet our dedicated team of professionals at Fortuna Financial Planning. Each member brings unique expertise and a commitment to delivering exceptional financial solutions. Get to know the passionate individuals who are here to guide you towards achieving your financial goals with personalised advice and strategic insights.

Ben Whatnall, Director

Ben founded Fortuna Finance in 2005 and thrives as an independent financial adviser, expertly crafting strategies that enhance financial management and growth.

Visit Ben’s Profile

Jordan Ryan, Financial Planner

Jordan specialises in mortgage advice at Fortuna Financial Planning, focusing on building lasting client relationships and handling both standard and complex cases as a whole-of-market advisor.

Visit Jordan’s Profile

Janine Leal, Accountant

Janine is a chartered accountant with 18 years of experience, specialising in accounting and tax advisory for SMEs. She champions cloud technology to enhance business efficiency and enjoys gym time and family life.

Visit Janine’s Profile

Chloe Merrick, Practice Manager

Chloe excels as a practice manager, streamlining operations, ensuring regulatory compliance, and enhancing client support to create a robust wealth management service.

Visit Chloe’s Profile

Get in Touch

Initial introductions are at our cost so get in touch and speak to a planner, we would love to hear from you.

We can discuss the relevant steps and provide more detailed information about the services we offer, how they are relevant to your situation and we can maybe work in partnership to formulate a plan that will start you on the right financial journey.