Part 2: Role play with a client - SCRIPT EXAMPLES

You are a bookkeeper working at H&P Accounting. H&P Accounting does not hold an Australian Financial Services (AFS) licence.

You are a registered member of the Institute of Certified Bookkeepers, and as such, you are required to follow the ICB's Code of Conduct in your work as a bookkeeper. Please read the Code of Conduct before you begin your role play.

You have scheduled a meeting with Mr Kim Chang, a new client of the firm. A Hong Kong resident, Mr Chang would like to establish a business in Australia retailing home consumer products to the Australian market. Mr Chang comes from a traditional Chinese family (his first language is Cantonese) and owns a number of well-established and publicly listed companies in Hong Kong. He is keen to expand his business by having a permanent establishment with employees in Australia.

Mr Chang would like to outsource the accounting needs of his Australian company, so he has contacted H&P Accountants and requested a meeting to discuss his business needs. He also indicated that he would be seeking advice on how to invest his personal savings into an Australian managed fund with high returns.

Ensure that you cover the following in the meeting:

• Clarify Mr Chang's business needs and expectations of the work to be done.
• Outline any financial advice that you can offer Mr Chang in relation to his investment query and provide information on the services you can provide in line with his business needs and expectations. It should be clear what services and advice can and cannot be provided.
• Communicate clearly and use effective questioning and active listening techniques.
• Reach an agreement with Mr Chang on the advice and services to be provided.
• During your role play your Assessor may ask questions relevant to the scenario.

Character Briefs:

Bookkeeper/Team Leader - You

You are qualified to provide two types of services to clients: bookkeeping services and BAS services. You hold a Certificate IV in bookkeeping and are registered with the TPB.

Mr Chang

Mr Kim Chang is a successful businessman from Hong Kong. He has contacted H&P Accountants, looking for a qualified bookkeeper to take on the book work for his new Australian business.