Meet Leanne, owner and founder of 2020 Wealth.
With a demonstrated history of working in the finance industry, Leanne started her journey as a Financial Planner with the Commonwealth Bank. She is a strong finance professional with a respected personal brand. She has won many awards for excellence during her career, and her clients are her number one focus.
In 2021, Leanne won the Financial Planner of the Year (FPA) Award for consistently providing professional assistance to those in need throughout the pandemic. In 2023, Leanne was recognised as one of the most influential advisors in Australia.
Leanne created 2020 Wealth Pty Ltd with the perfect vision to provide ethical and holistic advice that exceeds professional standards. She specialises in Retirement Planning, Superannuation, Investing, and Aged Care and has a sound understanding of Centrelink rules.
Expertise
At a glance
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Adviser status
Silver
- First year providing advice 2011
- Years of experience 13
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Highest qualification
- Diploma of Financial Services (Financial Planning)
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Language spoken
- English
2020 Wealth Pty Ltd
Shop 2, 10 Eramosa Rd ESomerville, VIC 3912
![2020 Wealth Pty Ltd logo](https://resources.adviserratings.com.au/practices/2020-wealth-pty-ltd-19203374.jpg)
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Capstone Financial Planning Pty Ltd
AFSL 223135
![Capstone Financial Planning Pty Ltd logo](https://resources.adviserratings.com.au/licensees/capstone-financial-planning-pty-ltd-223135.png)