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. Role play and character Briefs: You, Bookkeeper/Team Leader: 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. Participant 1, 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. Time allowed: 10-15 minutes Refer to the Observation checklist 2 for the criteria the assessor will use to assess you. During the meeting you must ensure that you cover the following: * 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