Every new client conversation starts with compliance. A ZapCard profile puts your AFSL number, Financial Services Guide, Calendly booking, and save-contact all in one tap — before the second coffee arrives.
ASIC expects clients to receive your Financial Services Guide before or at the first advice meeting. A ZapCard profile links directly to your FSG — one tap, delivered, logged.
You move to a new licensee or your AFSL number updates and 300 printed cards become a compliance risk — wrong credentials on every card. A ZapCard profile update takes 30 seconds.
A tap that opens your ASIC Financial Advisers Register listing does more work than a verbal "I'm licensed". Show the registration, not just the claim.
Your accountant partner mentions you over coffee. A tap sends your profile link instantly — they forward it to the client before they leave the table. Paper cards don't travel like that.
After a networking event introduction, the delay between "I'd love to learn more" and a booked meeting is where leads cool. A tap to your Calendly closes that gap immediately.
SOA, PDS, FSG — clients lose emails. A tap to your profile gives them a permanent home for your documents link, always current, always accessible from their phone.
Your AFSL number displays in your profile bio. Link directly to your ASIC Financial Advisers Register entry so any prospect can verify your authorisation with one tap — no copy-pasting registration numbers.
Add your Financial Services Guide URL as a named link. Clients who tap at a first meeting get a direct path to your FSG — supporting your obligation to provide it before or at the time of advice.
Profile and lead-capture data lives on Cloudflare's secure network. Privacy Act 1988 (Cth) compliance by default — not by exception. Australian-owned and accountable under local law.
AFSL number changed, new licensee, new business address — update your profile once and every card you've ever handed out now points to accurate credentials. No compliance risk from stale cards.
A tap at the start or end of a first meeting gives the client your FSG link, ASIC register entry, booking page, and contact — all the compliance and convenience in one gesture.
Accountants, mortgage brokers, and solicitors send you high-value referrals. A tap locks your current profile in their phone — including the link they forward to the client.
At Financial Planning Association events, AIOFP conferences, or BNI meetings, a ZapCard tap stays in their phone long after your paper card lands in the bin.
At a first SMSF review or estate planning consultation, your profile with a link to your strategy note template or client portal signals the professional practice you run.
Weddings, school community events, sporting clubs — the best referrals come from personal trust. A tap when someone asks "do you know a good financial planner?" puts your details in their phone on the spot.
Direct link to your ASIC register entry. Prospects verify your authorisation with one tap — no friction, no doubt.
Link to your current Financial Services Guide and any Product Disclosure Statements. Always the live version — update once and every card stays compliant.
Calendly, Acuity, or your practice scheduling page. New clients self-book a no-obligation discovery call without going through reception.
Xplan, Midwinter, Advice Intelligence, or your own client portal URL. Clients tap to access their documents without hunting for the login email.
Referral partners reviewing you before sending a high-value client want to see your background and endorsements. A tap to LinkedIn is faster than a Google search.
One-tap download drops your name, direct line, email, and practice name into their phone contacts. No manual typing — and no losing your card.
Five or more advisers? Volume pricing from $29/card, a central admin dashboard, brand-consistent profiles, and spreadsheet bulk onboarding. One invoice, net 30 available. Custom AFSL display templates across your whole group.
Yes. Your AFSL number displays in your profile bio and you can add a direct link to your FSG URL. Your ASIC Financial Advisers Register entry can also be linked as a named link so prospects tap to verify your authorisation.
Log in to your ZapCard dashboard and update your profile. New AFSL number, new FSG link, new licensee name — all live immediately. Every card you've ever handed out now points to accurate, compliant credentials.
Yes. Profile and any lead-capture submissions are stored on Cloudflare's secure network. ZapCard complies with the Privacy Act 1988 (Cth). We don't share or sell your data.
Yes. 5+ cards get $29/card, central admin, brand-consistent profiles, and CSV bulk onboarding. One PO and invoice. Email hello@zapcard.com.au for larger dealer group or whole-of-practice quotes.
Drop your email and we'll send a 10% pre-launch code, your design questionnaire, and a heads-up the moment ordering opens.
No spam. One launch email + your discount code.