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
Website genmfo.com

Lance Meikle is the founder and Managing Director of Generational Pty Ltd and a non-executive Director. Generational is a multi-family office and provides Business Advisory solutions for small and medium-sized enterprises (SMEs).

Lance brings to Generational extensive knowledge and experience in wealth management, marketing, sales, business startups and development, customer relationship management and business strategy.

Lance has 35 years’ experience in sales, business development and senior management roles with multi-national companies, such as: CSR, James Hardie, and Boral. He has extensive experience in founding and selling SME businesses and developing and implementing value-creating strategies for SME businesses in Australia, United Kingdom and Malaysia.

In addition to this business knowledge, Lance brings three years of experience working for the ATO, assessing Self-Managed Superannuation Funds, small businesses and individuals’ taxation and compliance.

Lance is a Graduate of the Australian Institute of Company Directors; Fellow of Finsia; CERTIFIED FINANCIAL PLANNER™ practitioner; SMSF Specialist Advisor (SSA™); Certified Financial Strategist (CFS); an ASX Accredited Listed Products Adviser. Lance holds an MBA.

Lance is a Mentor to Queensland Government Small Business | 'Mentoring for Growth' program and is a representative on the ATO Small Business Consultation Panel.

< Prev Page