Client Advice Week

9 May - 13 May 2022

1:00-2:00pm Daily

Register for 5 hours of free CPD.

Conditions for CPD points:

  • Members of CAANZ may claim this activity as CPD hours if personally satisfied it is professionally relevant and meets the CPD characteristics set out in regulation CR7 for CAANZ
  • CPA Australia members may record this activity in the CPD diary if the activity increased knowledge, skills or capability in relation to the members job role or career aspiration.
  • Members of the IPA are recommended to show their attendance at the webcast and enter it into their record of CPD activity.
  • Members of The Tax Institute can record this as structured CPD if it is relevant to their role.


To help you and your team reset and get back to the “big picture” services that matter to clients, ChangeGPS is hosting the first ever Client Advice Week.

The week follows a proven system of asset protection and high level tax planning for your clients and service structure for you.


Plan your services around client’s major life events.

Standardise your firm so all your clients benefit.


Do the inspiring work that made you want to become an accountant.

Do what matters.

Client Advice Week will help you in 4 key ways:

  • Train your team on the services your clients are asking for.
  • Developing client communication plans that make clients want to buy these services.
  • Price your services better with industry benchmark service prices, objection handling and role plays.
  • Systemise your advice plans using best practice work flows.


This is CPD that you will never get anywhere else! Each session will finish with an extended Q&A session for you and your team to get maximum confidence to provide these vital services to your clients.

Client Advice Week will get your 2023 started with a bang. We look forward to seeing you online!

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Your Hosts

Timothy Munro

Founder, ChangeGPS

Tim founded ChangeGPS after founding award-winning accounting firm Change Accountants & Advisors. Tim is a former Director of the Institute of Public Accountants, is currently its Queensland President, and he lives and breathes his professional passion for accounting. At ChangeGPS Tim fuels the vision for a better accounting industry using technology and best practice. Outside work Tim’s a parent, drummer and cricket-player.

David Boyar

CEO, ChangeGPS

David joined ChangeGPS as GM of Growth and then CEO to drive the development of the industry after founding The Virtual CFO Association and co-hosting 'From the Trenches'—Australia's #2 iTunes business podcast. David's one of the youngest Fellow Chartered Accountants in Australia. He loves using accounting to help Aussie mums and dads so much that he did a TedX talk on it.

Bring your team.

CPD is best served in a group. Invite along your team and give them the confidence to have the important conversations with their clients.

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