Leanne Caroline Bielik
Financial Adviser in Somerville, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002785
- Location
- Somerville VIC 3912
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 1 June 2020
- First provided advice
- 2011
- Qualifications
- Diploma of Financial Services 1- 8 (Financial Planning), Pinnacle Financial Services Academy (2011); FPC001B Economic and Legal Context for Financial Planning, Kaplan Professional (2021); FPC006 Taxation for Financial Planning, Kaplan Professional (2025); Graduate Diploma of Financial Planning, Kaplan Professional (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- 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).
- Tax (financial) advice
- Yes
- Register status
- Current
About Leanne Caroline Bielik
Leanne Caroline Bielik is a financial adviser in Somerville, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001002785.
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. The current authorisation started on 1 June 2020.
The register records 2011 as the year Leanne first provided financial advice. Qualifications and training on file include Diploma of Financial Services 1- 8 (Financial Planning) (Pinnacle Financial Services Academy, 2011), FPC001B Economic and Legal Context for Financial Planning (Kaplan Professional, 2021) and FPC006 Taxation for Financial Planning (Kaplan Professional, 2025). Leanne is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “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).”
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Questions people ask
Is Leanne Caroline Bielik a registered financial adviser?
Yes. Leanne Caroline Bielik is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002785.
Which licensee does Leanne Caroline Bielik work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Leanne Caroline Bielik give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "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)."