Find a CPA or financial planner

Find a CPA or financial planner

 Use the Find a CPA or Find a Financial Planner search facility to find a CPA practitioner, public accountant, or a financial planner in the Australian Capital Territory, New South Wales, the Northern Territory, Queensland, South Australia, Tasmania, Victoria or Western Australia.

Advantages of using a CPA practitioner

CPA practitioners:

  • hold insurance and risk management standards recognised under professional standards legislation
  • are quality-assured by peer review
  • must undergo mandatory ongoing training
  • deal with a broad range of clients and provide an extensive range of services

Advantages of using a CPA licensed financial planner

CPA Australia licensed financial planners:

  • are degree-qualified professionals who have undertaken postgraduate study
  • hold the CPA Australia Financial Planning Specialisation
  • are legally qualified to provide financial planning advice
  • must undergo mandatory ongoing training 

Find a CPA search
Find a financial planner search

For members

Your business will be listed under Find a CPA if you:

  • have completed CPA Australia’s Public Practice Program
  • hold a Public Practice Certificate
  • selected ‘business referral’ on your membership renewal form  

 

Your business will be listed under Find a Financial Planner if you:

  • have completed CPA Australia’s Financial Planning Specialist designation
  • selected ‘business referral’ on your membership renewal form

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