Bradley Squire
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Bradley Squire Email & Phone Number

Paraplanner / Compliance at ANZ
Location: Geelong, Victoria, Australia 3 work roles 4 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
ANZ
Role
Paraplanner / Compliance
Location
Geelong, Victoria, Australia
Company size
44544 employees

Who is Bradley Squire? Overview

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Quick answer

Bradley Squire is listed as Paraplanner / Compliance at ANZ, a with 44544 employees, based in Geelong, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for Bradley Squire.

Bradley Squire previously worked as Paraplanner at Anz and Paraplanner / Planwriter at Findex. Bradley Squire holds Xplan Training Course from Monarch Institute.

Company email context

Email format at ANZ

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ANZ

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Profile bio

About Bradley Squire

I’m a self-motivated and highly analytical paraplanner with over 10 years’ experience in assisting financial advisers to help their clients achieve their financial goals.  My communication style is highly collaborative and I am able to quickly collect, interpret and translate complex information on a broad range of matters to create comprehensive financial strategies for clients with a high level of attention to detail.  I thrive in organisations by developing strong working relationships with other financial professionals, endeavoring to lead by example to provide professional and timely advice and assistance to clients. I consider myself to be highly organized, and am able to efficiently adjust to changing work priorities and workload demands to meet client’s requests and meet work deadlines. In working in small, medium and large organisations which have different client bases ranging from small retail clients to affluent investors, I have an understanding of all types of financial planning clients, their needs and how best to service them. Also due to these different roles I have an understanding of the full financial planning process from start to finish and how to provide ongoing service to clients. In my many years in the industry and due to the variety of work I have completed, I have a high level of technical knowledge and are highly proficient in using COIN and Xplan software packages to model and write Statement of Advice Documents (SOA’s) for clients.

Current workplace

Bradley Squire's current company

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ANZ
Anz
Paraplanner / Compliance
melbourne, victoria, australia
Website
anz.com
Employees
44544
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3 roles

Bradley Squire work experience

A career timeline built from the work history available for this profile.

Paraplanner

Current
Anz

Melbourne, Victoria, Australia

As a paraplanner I work in conjunction with ANZ advisers across Australia to research, develop and document financial planning strategies including super, retirement, insurance and investment advice to meet the needs and objectives of affluent clients. As part of my role I also complete complex financial modelling for clients to determine the benefit of our advice and peer review other team members work to quality control the advice which is delivered to clients.

Sep 2018 - Present

Paraplanner / Planwriter

Findex

Geelong, Victoria, Australia

At Findex I worked in the Western Victoria Plan Writing Hub to prepare financial plans for advisers in Western Victoria as well as for advisers in other Findex offices throughout Australia for SME accounting clients and high net worth individuals. In this role I worked closely with financial advisers and accountants to research, develop and project complex financial planning strategies for clients including super, retirement, insurance and investment advice with a heavy focus on SMSF clients. I also assisted in the training, supervision and mentoring of junior paraplanners / plan writers.

Oct 2009 - Sep 2015

Paraplanner

Planwell Financial Group

Geelong, Victoria, Australia

I worked alongside advisers in the Geelong office and other offices in Victoria to research and prepare financial plans for clients covering various aspects of their finances, including superannuation, retirement, investment and personal insurance. As part of my role I also assisted in providing ongoing service to clients which included answering client queries and actioning requests, reviewing client portfolios and preparing return reports and implementing advice for clients.

Aug 2006 - Nov 2009
Team & coworkers

Colleagues at ANZ

Other employees you can reach at anz.com. View company contacts for 44544 employees →

DT Daud Tahirovski Daud Tahirovski Colleague at AnzGreater Melbourne Area, Australia View → MK Mandar Kulkarni Mandar Kulkarni Colleague at AnzMelbourne, Victoria, Australia View → SK Shivang Kumar Shivang Kumar Colleague at AnzMelbourne, Victoria, Australia View → VR Vijay Rajak Vijay Rajak Colleague at AnzBangalore Urban, Karnataka, India View → VA Vinayak Awati Vinayak Awati Colleague at AnzBengaluru, Karnataka, India View → AW Alexander Wilson Alexander Wilson Colleague at AnzMelbourne, Victoria, Australia View → RR Ruhi Roy Ruhi Roy Colleague at AnzWellington, New Zealand View → AN Androulla Nicolaou Androulla Nicolaou Colleague at AnzGreater Melbourne Area, Australia View → PI Phil Ippolito Phil Ippolito Colleague at AnzGreater Sydney Area, Australia View → SY Sravya Y Sravya Y Colleague at AnzBengaluru, Karnataka, India View →
4 education records

Bradley Squire education

Xplan Training Course

Monarch Institute

Training course to learn how to use Xplan financial planning software

Bachelor Of Commerce (Bcom), Economics, Finance And Financial Planning, Bachelor Of Commerce With Distinction

Deakin University

Cfp Certification Program, Financial Planning And Services

Fpa

In progress currently completed 3 of 5 modules

FAQ

Frequently asked questions about Bradley Squire

Quick answers generated from the profile data available on this page.

What company does Bradley Squire work for?

Bradley Squire works for ANZ.

What is Bradley Squire's role at ANZ?

Bradley Squire is listed as Paraplanner / Compliance at ANZ.

Where is Bradley Squire based?

Bradley Squire is based in Geelong, Victoria, Australia while working with ANZ.

What companies has Bradley Squire worked for?

Bradley Squire has worked for Anz, Findex, and Planwell Financial Group.

Who are Bradley Squire's colleagues at ANZ?

Bradley Squire's colleagues at ANZ include Daud Tahirovski, Mandar Kulkarni, Shivang Kumar, Vijay Rajak, and Vinayak Awati.

How can I contact Bradley Squire?

You can use AeroLeads to view verified contact signals for Bradley Squire at ANZ, including work email, phone, and LinkedIn data when available.

What schools did Bradley Squire attend?

Bradley Squire holds Xplan Training Course from Monarch Institute.

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