What is the Find a Chartered Accountant service?
Why is it changing?
Who is the service designed for?
Does the service list every Chartered Accountant that is a member of the Institute?
Member Specific Questions
Who can register to be listed in the service?
How do you register?
What are the benefits of registering?
What will users of this service see?
Why do you need to hold a Certificate of Public Practice (CPP) to be listed?
If I don’t hold a CPP but my firm would like to be represented in the service, what can I do?
Why is membership of Special Interest Groups required for listing in certain service types?
Why is the service individual based and does this breach privacy rules?
Can individuals register under more than one service type?
How is the information in the service maintained?
What happens if I register to be part of the service and at a future point in time wish to deregister?
What is a region?
Can I register to be listed on the Find a Chartered Accountant service if I have been granted exemption from holding a CPP?
What information is displayed in the service?
What happens if I am registered on the service and I either cancel my CPP or resign my membership?
General Public Specific Questions
Does the Institute endorse or recommend the services of those CA’s listed?
What information do you need to conduct a search?
What is a region?
What is a service type?
What is a ‘Presidential Nomination’ and how is this fulfilled via the Find a Chartered Accountant service?
Does the service list members of recognised overseas Chartered Accounting bodies who are working in Australia?
Q: What is the ‘Find a Chartered Accountant’ service?
A: ‘Find a Chartered Accountant’ is a service that assists you in locating a Chartered Accountant in your area with a particular field of expertise. This service enables you to search for a Chartered Accountant in a specific suburb or State, by industry specialisation and by service type.
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Q: Why has it changed?
A: Over time, the services provided by Chartered Accountants have grown and the need for the general public to be able to locate members with particular areas of expertise has increased.
The Find a Chartered Accountant service has been expanded to incorporate a large number of new categories and to enable members to list as individuals rather than within companies. Individuals hold the relevant qualifications and expertise to be listed, rather than the firm as a whole. By listing an individual we identify the specific person within a firm with the desired skills and knowledge.
Members are now able to register and maintain their registration themselves, giving them greater ownership of the promotion of their services and the information provided.
The changes have resulted in improved usability for both the member and the general public and enable users to search by a state, regions, suburb, postcode, enabling easier search and greater return of results
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Q: Who is the service designed for?
A: The service is designed for members, enabling them to promote themselves via the Institute’s website and for the general public, looking to engage a Chartered Accountant to assist them with their business or personal accounting needs.
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Q: Does the service list every Chartered Accountant that is a member of the Institute?
A: ‘Find a Chartered Accountant’ is an opt-in service that Chartered Accountants choose to participate in, giving their express consent for their details to be displayed.
Individuals who register on this service are required to hold a Certificate of Public Practice, limiting the number of members who are eligible to participate in the service. The service is not intended to be a list of all members, but rather a way for a potential client to locate a Chartered Accountant.
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Member Specific Questions
Q: Who can register to be listed in the service?
A: Members of the Institute who hold a Certificate of Public Practice are eligible to register and can register themselves online via the Institute’s secure website. See ‘Steps to Registration’.
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Q: How do you register?
A: If you are a member of the Institute, hold a Certificate of Public Practice (CPP) and would like to be listed on this service, you can register online via the Institute’s secure website. See ‘Steps to Registration’.
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Q: What are the benefits of registering?
A:
- Promote you as a qualified Chartered Accountant
- Increase your profile
- Enable potential clients to see your services
- Increase your client base.
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Q: What will users of this service see?
A:
- Users will only see those details provided by you as part of registration for this service, namely your name, company, business street address, email and phone number
- Users will only see your details if you have registered for the service and have an ‘active’ status
- Results will display in alphabetical order.
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Q:Why do you need to hold a Certificate of Public Practice (CPP) to be listed?
A: The ‘Find a Chartered Accountant’ service is individual based. By listing on this service you will be promoting your services to the public as a Chartered Accountant. As such a CPP will be required, in accordance with Regulation R4/702.1(c).
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If I don’t hold a CPP but my firm would like to be represented in the service, what can I do?
A: If you do not hold a CPP you might encourage someone else in your firm (who is a Chartered Accountant and CPP holder) to register to enable your practice to retain a place on the new database. If one of your colleagues is eligible to opt in to the service, they can register online.
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Q: Why is membership of Special Interest Groups required for listing in certain service types?
A: To be listed in the service type categories related to Financial Planning, Business Valuations, Forensic Accounting and IT, you need to be a member of the respective Special Interest Group. Members of Special Interest Groups have access to additional information and events related to the expertise area. As members of these groups pay additional fees to be part of the group, registration on Find a Chartered Accountant in one of these areas is limited to those who are paid members of the Special Interest Groups.
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Q: Why is the service individual based and does this breach privacy rules?
A: The service is individual based rather than company based as it is the individual who holds the relevant qualifications and expertise to be listed, rather than the firm as a whole. By listing an individual we identify the specific person within a firm with the desired skills and knowledge. As the service is optional, you have the choice as to whether you register to be listed and if so, what contact information you provide.
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Q: Can individuals register under more than one service type?
A: Yes. Many members have more than one area of expertise and as such can register in more than one service type category. This does not require separate registrations but rather selection of multiple service types when registering to be part of the service.
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Q: How is the information in the service maintained?
A: Members who register are responsible for adding and maintaining their registration on this service. The registration can be maintained by logging into the secure site and selecting My Details>Register for Find a Chartered Accountant from the drop-down menu. This will display all details currently on the service and allow for amendments to be made.
The Institute will ensure that only those individuals who are members holding a Certificate of Public Practice are listed.
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Q: What happens if I register to be part of the service and at a future point in time wish to deregister?
A: Registration on the service is optional and can be deactivated at any point in time. To deactivate your registration, log into the secure site and selecting My Details>Register for Find a Chartered Accountant from the drop-down menu. Select ‘Inactive’ from the status dropdown and save your record. This will remove your information from the search results.
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Q: What is a region?
A: A region is a geographical location within a state or territory that groups suburbs/towns together. For example; NSW Sydney City, SA Barossa Valley and VIC Melbourne Suburbs. It enables users of the service to search for a Chartered Accountant in your area without requiring the post code for your suburb and surrounding suburbs. This is particularly useful when searching for a specific service type that may be quite specialised and which many have only a few members with that particular area of expertise. By searching by region, users broaden their search area and are more likely to find a your details. The region is automatically generated based on the company details you list in your registration.
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Q: Can I register to be listed on the Find a Chartered Accountant service if I have been granted exemption from holding a CPP?
A: Yes. If you have been granted an exemption from holding a Certificate of Public Practice, it is on the basis that you hold a Certificate of Public Practice with CPA Australia. The Institute recognises your CPA Australia Certificate of Public Practice and therefore you continue to be eligible to register for this service. Should you cease to hold a Certificate of Public Practice with CPA Australia, you will need to notify the Institute and apply for one with us, in order to continue to be listed on the service.
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Q: What information is displayed in the service?
A: The information displayed in the service consists only of the information you provide for this explicit purpose. Your Find a Chartered Accountant listing is a separate panel of information that is made available to the public, where everything else remains confidential. The specific information that can be seen for those members that register is your individual name, company name, company address, business contact number and email address.
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Q: What happens if I am registered on the service and I either cancel my CPP or resign my membership?
A: If you are registered for the service and either cancel your CPP or resign from being a member of the Institute, your record on the Find a Chartered Accountant service will automatically be removed from the service’s search results.
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General Public Specific Questions
Q: Does the Institute endorse or recommend the services of those Chartered Accountant’s listed?
A: The Institute provides the Find a Chartered Accountant service to assist users to locate members of the Institute. The Institute does not represent that the members listed have any insurance or any particular level of insurance, and the Institute accepts no responsibility for the accuracy of any information or advice given, or the quality of any services provided, by any member located through the Find a Chartered Accountant service.
The Institute expressly disclaims all liability for any loss or damage arising directly or indirectly from any reliance upon the fact that particular members are listed in the Find a Chartered Accountant service, or are listed in particular categories of practitioners, or from any information or advice given or services provided or not provided by any Institute member selected though this service.
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Q: What information do you need to conduct a search?
A: To conduct a search for a Chartered Accountant, you will need at details of the country, state and region you wish to find a Chartered Accountant in and the type of service you require. There are additional fields such as suburb/town, postcode and industry which you can also use to refine your search.
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Q: What is a region?
A: A region is a geographical location within a state or territory that groups suburbs/towns together. For example; NSW Sydney City, SA Barossa Valley and VIC Melbourne Suburbs. It enables you to search for a Chartered Accountant in your area without requiring the post code for your suburb and surrounding suburbs. This is particularly useful when searching for a specific service type that may be quite specialised and which many have only a few members with that particular area of expertise. By searching by region, you broaden your search area and are more likely to find a Chartered Accountant.
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Q: What is a service type?
A: A service type is a particular field of expertise. Many Chartered Accountants will have areas of speciality such as taxation - personal, family owned businesses, insolvency, forensic accounting etc. By searching for the particular service type, you will be able to locate a Chartered Accountant to suit your specific needs.
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Q: What is a ‘Presidential Nomination’ and how is this fulfilled via the Find a Chartered Accountant service?
A: From time to time, the President of The Institute of Chartered Accountants in Australia (the Institute) is requested to nominate a member(s) to be appointed to perform certain valuation, accounting, arbitration, mediation or other functions or services. Parties who wish the President of the Institute to nominate a member to act as an expert in a contractual dispute can use the ‘Find a Chartered Accountant’ service for this purpose.
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Q: Does the service list members of recognised overseas Chartered Accounting bodies who are working in Australia?
A: No. To be eligible to be listed on the Find a Chartered Accountant service, an individual will need to be a member of the Institute of Chartered Accountants in Australia and hold a Certificate of Public Practice. If you are a member of a recognised overseas accounting body, you may apply for membership and a CPP and once approved, will be eligible to register for this service.
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