Leanne Bielik

Financial Planning with a feminine touch
2020-wealth-financial-planner-mornington-peninsula

Tailored Advice

Having a demonstrated history of working in the finance industry, Leanne started her journey as a Financial Planner with the Commonwealth Bank. Leanne is a strong finance professional with a respected personal brand. She has won many awards during her career for excellence and her clients are her number one focus. 

To add, in 2021 Leanne won the Financial Planner of the Year (FPA) Award for providing consistent and professional assistance for those in need throughout the pandemic. 

Leanne created 2020 Wealth Pty Ltd with the perfect vision to provide ethical and holistic advice to exceed professional standards. She specialises in Retirement Planning, Superannuation, Investing and Aged Care as well as having a sound understanding of Centrelink rules. 

Leanne Bielik is a Sub-Authorised Representative of 2020 Wealth Pty Ltd, Corporate Authorised Representative No. 1281869. Authorised Representative No. 1002785. 

Qualifications

Leanne holds a Diploma of Financial Planning and meets the competency requirements under ASIC’s Regulatory Guide RG 146. 

 

Professional Memberships 

Leanne Bielik is a member of the Financial Planning Association (FPA) and abides by their code of professional conduct and ethics.

Book a consultation

Let’s begin with a simple conversation about your goals

Available  09:00 – 17:00 (Mon – Fri)

Address Shop 2/10 Eramosa Road East, Somerville, VIC, 3912