CPA The Value of Advice

Published 9 September 2021

This research was commissioned by CPA Australia and conducted by CoreData Research. It explores Australians’ financial goals, financial issues, financial literacy and how these influence their professional advice needs.

The core purpose of the research project is to demonstrate the tangible and intangible benefits of advice to consumers and small and medium sized enterprises (SMEs).

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The research also explores Australians’ perceptions of professional advice, with a focus on the professional advice industry and professional advisers, such as accountants, financial advisers, tax agents and mortgage brokers.

This report has been prepared based on three avenues of research:

  • Qualitative interviews of Australian individuals and couples
  • Quantitative survey of Australians over the age of 18
  • Macroeconomic modelling of the Australian economy based on primary and secondary data

CoreData Research

CoreData is a global market research consultancy and unique collaboration of market research, media, industry and marketing professionals.

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