Lance Meikle
Financial Adviser
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About
Lance Meikle is an ASIC-registered financial adviser dedicated to helping individuals and families in Fortitude Valley, QLD, achieve their financial goals. With a Master of Business Administration from Griffith University (1999), coupled with Advanced Diploma and Diploma qualifications in Financial Planning from Kaplan (2006) and Tribeca (2006) respectively, Lance brings a wealth of knowledge and experience to his practice. He further holds the Certified Financial Planner designation from the FPA (2010) and specialist accreditation in Margin Lending and Geared Investments (2010), alongside ongoing Ethics and Professionalism training (2020). Lance is committed to upholding the highest standards of professional conduct, as reflected in his memberships with the Australian Institute of Company Directors (AICD) and the Financial Advice Association of Australia (FAAA). Authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning, Lance offers tailored solutions to meet each client's unique needs. He is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Lance provides personalised financial advice, guiding you every step of the way towards a secure financial future. Contact Lance today to arrange a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Lance Meikle offer?
Lance Meikle specialises in providing advice on superannuation, insurance, wealth management, and retirement planning. He can also advise on investments, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications and experience does Lance Meikle have?
Lance Meikle holds a Master of Business Administration, Advanced Diploma and Diploma in Financial Planning, and is a Certified Financial Planner. He also holds specialist accreditations and memberships with leading industry bodies. He has been working as a financial advisor since 2006.
What can I expect during my first meeting with Lance?
During your initial consultation, Lance will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then provide you with an overview of how he can help you achieve your objectives and what the next steps will be.
How does Lance Meikle develop a financial plan?
Lance develops personalised financial plans based on a thorough understanding of your individual circumstances. He considers your current financial position, your future goals, and your risk tolerance to create a strategy that is tailored to your needs.
What are the benefits of working with a financial advisor like Lance?
Working with a financial advisor like Lance Meikle can provide you with expert guidance and support in managing your finances, making informed investment decisions, and planning for your future. He can help you stay on track to achieve your financial goals and provide peace of mind knowing that your financial affairs are in order.
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