For financial advisers & wealth managers (AU)
Your AFSL. Your ASIC registration.
One tap for every client meeting.
High-net-worth clients research before they commit. ZapCard puts your ASIC registration, FSG link, and calendar booking in every prospect's hands the moment you meet them — at a networking event, a referral introduction, or a business owner forum.
Why financial advisers need better than paper
Prospective clients verify credentials before they call
Serious investors check the ASIC Financial Advisers Register before booking a first meeting. ZapCard puts a direct link to your ASIC entry one tap away — they verify your AFSL, your authorisation scope, and your qualifications instantly, reducing the friction between introduction and first appointment.
FSG delivery — seamless and compliant
Your Financial Services Guide must be available before providing financial services. ZapCard can include your FSG delivery link in your profile, giving prospective clients instant access to your FSG from the moment you hand them your card — no chasing down documents before the first meeting.
Licensee moves are career realities
Advisers move between licensees, launch their own AFSLs, or join boutique practices. Every batch of old cards with the previous licensee's branding is now wrong. ZapCard updates instantly — new practice, new FSG page, new ASIC AR link — live on every future tap without reprinting.
Referral partners need to pass your profile on
Accountants, lawyers, and mortgage brokers refer clients to advisers constantly. When they refer you, they need to pass on something trustworthy. ZapCard gives referral partners a tap-to-share card containing your ASIC verification link and booking calendar — the kind of professional credential display that converts referrals into appointments.
Discovery meeting friction costs you mandates
A business owner meets you at a YPO event, takes your card, and means to follow up. By the time they're back in the office, the moment has passed. A ZapCard tap links directly to your Calendly or calendar booking — they schedule the discovery meeting before they leave the event.
Australian ownership — not a nice-to-have
ASIC's guidance and the Privacy Act 1988 create clear obligations for financial services licensees around data handling. ZapCard stores profile data on Cloudflare's secure network. For licensed advisers conscious of their compliance framework, Australian-owned technology is the default-safe choice.
Where financial advisers use ZapCard
Business owner and investor forums
EO, YPO, Vistage, and industry association events are where ideal clients concentrate. A ZapCard tap after a substantive conversation means your ASIC entry and discovery call booking are already in their phone before the next speaker takes the stage.
Accountant and legal referral introductions
When an accountant introduces you to a client, that client will research you before they engage. ZapCard gives them your ASIC registration link, practice profile, and booking calendar in one tap — so the research they'll do anyway leads straight to your diary.
Industry conference networking
FPA Congress, Stockbrokers Australia, and state adviser association events are where colleagues become referral partners. ZapCard means every meaningful conversation at a conference dinner ends with your contact saved to their phone — not a paper card in a conference bag.
Client events and portfolio reviews
When hosting client appreciation events or inviting clients to bring guests, ZapCard gives those guests an immediate path to your profile — ASIC verification, FSG, and booking in one tap while they're still in a positive, engaged frame of mind.
SMSF trustee and property investor circles
SMSF trustees and property investment networks are tightly connected peer communities. Being the adviser who is known and trusted in these networks requires consistent, credentialed introductions. ZapCard supports that at every touchpoint.
What goes on your ZapCard profile
Update any link from your dashboard — changes are live instantly. Move licensees, launch your own AFSL, or update your FSG page without buying a new card.
Equipping a wealth management practice?
Advice practices and licensee networks can order ZapCards for every adviser, associate adviser, and paraplanner. Volume pricing from 5 cards. Each person gets their own ASIC-linked profile — their AFSL, their calendar, their practice page.
Explore team pricing →Frequently asked questions
Can I display my AFSL number and ASIC register link on my ZapCard profile?
Yes. Link directly to your ASIC Financial Advisers Register entry, FSG delivery page, practice website, and calendar. All visible from one tap. Prospective clients can verify your credentials before the first meeting.
Is client data stored on the card or in Australia?
ZapCard stores no client data. The card contains only a URL to your public profile — ASIC link, FSG page, booking calendar, contact. Profile data is stored on Cloudflare's secure network, consistent with the Privacy Act 1988.
I'm an authorised representative — can I still use ZapCard?
Yes. Your profile links to your ASIC AR entry (showing your AR number and the AFSL holder), your FSG page, and your booking calendar. When you move to a new licensee, update the links in your dashboard — no new card needed.
Can I update my ZapCard when I move practices or licensees?
Yes. Log in to your dashboard and update any link — new licensee website, new ASIC entry URL, new FSG page, new calendar. Changes live instantly on every future tap. No reprinting.