Leanne Bielik profile photo

Leanne Bielik

2020 Wealth Pty Ltd

Silver
13 Yrs Experience
Somerville, VIC 3912

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

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

At a glance

  • Adviser status Silver
  • First year providing advice 2011
  • Years of experience 13
  • Highest qualification
    • Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

2020 Wealth Pty Ltd

Shop 2, 10 Eramosa Rd E
Somerville, VIC 3912

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135