Lance Meikle CFP®
About Me
Lance Meikle is a Business Advisor | non-executive director | Keynote speaker | founder and Managing Director, Generational. Generational is a multi-family office that does four things:1) Improve businesses2) Tax effective wealth management3) Tax effective intergenerational transfer4) Family Office coachingLance brings to Generational extensive knowledge and experience in wealth management, marketing, sales, business start-ups 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; 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 Register.
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Years of Experience 20 Years