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DTSTART;TZID=Australia/Sydney:20260514T163000
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SUMMARY:FAAA Melbourne Gen Next: Ales & Tales Event
DESCRIPTION:Upcoming event\n				\nFAAA Melbourne Gen Next: Ales & Tales Event\n\n\n										Thursday 14 May 2026\n									\n\n										4:30pm-7:00pm\n									\n\n										The Imperial\, 2-8 Bourke Street\, Melbourne\n									\n\n					\n									Member registration\n					\n					\n									Non member registration\n					 \nFAAA Event Code of Conduct \n																														 \nOverview\nKick-start your career in financial advice with an evening that blends great insights\, real-world stories\, and great company. \nAles & 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. \nThe 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. \nWe’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. \nWe’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. \nWhether you’re curious about financial advice or ready to sharpen your edge\, this is an event not to miss.  \nAgenda  \n4:30pm – Event registration5:00pm – Welcome5:10pm – Vanguard-Portfolio construction fundamentals5:40pm – Bentham-The role of active fixed Income5:55pm – Adviser panel discussion6:10pm – Networking\, drinks and canapes7:00pm – Event concludes \nWe look forward to seeing you there! \nMeet your speakers\n																														 \nMatthew Rea \nPartner & Lead Adviser\, Tribeca Financial \nMatthew works with professionals and families to help them make clearer\, more confident decisions about cash flow\, investing\, superannuation\, and long‑term wealth planning. \nMatthew is known for his practical\, down‑to‑earth approach and his ability to cut through complexity. He focuses on what matters most to his clients and turns financial advice into clear steps they can understand and act on. Beyond his client work\, Matthew contributes to the advice profession through writing\, client education\, and mentoring the next generation of advisers. \nHe believes the most valuable advice is not just technically sound\, but advice that clients can genuinely understand and feel confident putting into practice. \n																														 \nAakash Mehta \nFinancial Adviser\, FMD Financial \nAakash has nearly a decade of experience across client services\, paraplanning\, associate adviser and adviser roles. Originally from Mumbai\, India\, he holds a Bachelor of Commerce and moved to Australia on a full scholarship to complete a Master of International Finance\, an MBA\, and a Graduate Diploma of Financial Planning at Deakin University. Aakash has been with FMD Financial for 6.5 years\, a national advice firm supporting approximately 2\,500–3\,000 clients with around 60 staff and $3 billion in funds under management. At FMD\, he works closely with working professionals transitioning into retirement\, as well as clients impacted by personal injury and structured settlement matters\, and is passionate about delivering empathetic\, goals‑based advice thoughtfully layered with investment strategy. \n																														 \nKarli Tsemetzis \nPrivate Wealth Consultant\, DPM Financial Services \nKarli specialises in working with medical professionals\, helping them build\, manage and protect their wealth throughout each stage of their career \nWith over 11 years of experience in the financial services industry\, Karli provides tailored advice across investment strategy\, superannuation\, cashflow management and long-term financial planning. She understands the unique challenges faced by doctors\, from transitioning into private practice to managing complex income structures and works closely with her clients to simplify decision-making and create clear\, strategic direction. \nKarli is passionate about delivering personalised\, high-quality advice that empowers her clients to make confident financial decisions and achieve their long-term goals. \nCost\nFAAA Members $25 incl GST \nNon-members $45 incl GST \nThank you to our event supporters
URL:https://faaa.au/event/faaa-melbourne-gen-next-ales-tales-event/
LOCATION:The Imperial\, 2-8 Bourke Street\, Melbourne
CATEGORIES:Melbourne Metro Community Events
ATTACH;FMTTYPE=image/png:https://faaa.au/wp-content/uploads/2026/04/Gen-Next-1.png
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