FAAA Non-Member Registration

Kick-start your career in financial advice with an evening that blends great insights, real-world stories, and great company.

Ales & Tales is all about the fundamentals of portfolio construction, breaking down the building blocks every successful adviser needs to master. Designed for university students and emerging professionals, this event will help you turbo‑charge your technical skills, deepen your industry knowledge, and build confidence for life in advice.

The night kicks off with an interactive Vanguard Portfolio Construction Workshop, exploring the key drivers of long-term investment outcomes and how advisers create sustainable value for clients. You’ll gain practical insights into portfolio construction trends, asset allocation decisions, and how to balance active management and indexing using managed funds and ETFs, all within a rapidly evolving advice landscape focused on Trust, Value, and Sustainability.

We’ll then bring the theory to life, hearing from three experienced advisers on how they apply these principles in practice, followed by perspectives from an active fund manager on the role active strategies play within portfolios.

We’ll wrap up with networking drinks and canapés, giving you the chance to connect with peers, advisers, and industry leaders — and swap a few tales of your own.

Whether you’re curious about financial advice or ready to sharpen your edge, this is an event not to miss.

Agenda

4:30pm - Event Registration
5:00pm - Welcome Address
5:10pm - Vanguard-Portfolio Construction Fundamentals
5:40pm - Bentham-The role of active Fixed Income
5:50pm - Adviser Panel discussion
6:05pm - Networking, Drinks and Canapes
7:00pm - Event concludes

When: Thursday 14 May 2026

Time: 5:00pm – 7:00pm

Where: The Imperial, 2-8 Bourke St, Melbourne VIC 3000

Cost: FAAA Members $25 incl GST and Non-members $45 incl GST

We look forward to seeing you there!

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FAAA Melbourne GEN NEXT Ales and Tales Event

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FAAA Non-Member Registration

FAAA Melbourne GEN NEXT Ales and Tales Event

Contact Details

Preferred name for badge (if different from above)

I would like to receive more information about becoming an FAAA Member

Summary

Terms and Conditions

Payment

Thank you for your registration, you will receive a confirmation email shortly.

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