Leanne Bielik, pictured, is passionate about helping her clients succeed in life, whatever their goals and aspirations may be. Sometimes it is great to have a caring advocate through every step of life’s journey and celebrate those successes and life-changing ‘wins’ while having your best interests at heart. It is also reassuring to have someone who can offer guidance and support and help create a back-up plan when life throws you lemons and things do not work out as planned.
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 for excellence during her career, and her clients are her No.1 focus.
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 and investing, and she has a sound understanding of Centrelink rules. She is authorised to provide advice on and deal in the following financial products:
• Life products, including investment life insurance products and life risk insurance products;
• Interests in managed investment schemes, including investor directed portfolio services;
• Deposit and payment products;
• Retirement savings accounts (RSA) products;
• Debentures, stocks or bonds issued or proposed to be issued by a government; and,
2020 Wealth Pty Ltd is a Corporate Authorised Representative (No.1281869) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. AFSL No.223135.
2020 WEALTH PTY LTD
A: Level 1, 34 High St, Hastings
M: 0432 815 355