Data sourced from ASIC Financial Advisers Register
Financial Adviser · SOMERVILLE, VIC

Leanne Caroline Bielik

15 Years experience
Tax advice
authorised
ASIC Registered · ADV 001002785
Currently at
2020 Wealth
Melbourne, VIC
View firm profile

Leanne Caroline Bielik is a financial adviser based in Somerville, Victoria, with 15 years of experience in the financial services industry since 2011. Leanne is currently authorised under Capstone Financial Planning. Leanne holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Leanne's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Leanne is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Authorised to provide tax financial advice services

Qualifications and Training

2011
Diploma of Financial Services 1- 8 (Financial Planning)
Pinnacle Financial Services Academy
2021
FPC001B Economic and Legal Context for Financial Planning
Kaplan Professional
2025
FPC006 Taxation for Financial Planning
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd
Jun 2020 - Present Current
This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
Lifespan Financial Planning Pty Ltd
Mar 2020 - Mar 2020 Ceased
The adviser is restricted from providing personal advice on Self- Managed Superannuation Funds (SMSF)
Commonwealth Financial Planning Limited
May 2012 - Nov 2019 Ceased
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register