The Financial Planning Association of Australia The Financial Planning Association of Australia

Lance Meikle, CFP®


Name Lance Meikle, CFP®
Company Generational PTY LTD
Address 155 Varsity Parade
Varsity Lakes, QLD 4227
Phone 0756306528
Email [email protected]
Website genmfo.com

Lance is a CERTIFIED FINANCIAL PLANNER™ practitioner; Self Managed Superannuation Fund (SMSF) Accredited, an ASX Accredited Listed Products Adviser and a Fellow of Finsia – The Financial Services Institute of Australasia.

SPECIALTIES:

Self Managed Superannuation Fund (SMSF) and Business Succession insurance.

Business Succession insurance - a zero commission strategy to ensure that proprietors can extract their value from their business in the event of Death, Disablement or a major Trauma. The funding is provided via insurance, and the transfer mechanism via a Buy/Sell agreement.

Personal insurance for small business owners.

Claims management service provided to all clients.

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