Josh Logan

Joshua is a CERTIFIED FINANCIAL PLANNER® (CFP®) and the Founding Director and Principal Wealth Adviser at Logan Private Wealth.

With over 11 years of experience, Joshua’s career has been shaped by his tenure at some of Australia’s most prestigious financial institutions. His professional journey includes working with:

• An AFR Top 6 Accounting Firm, the largest integrated Accounting and Wealth Management firm in Australasia.
• Westpac Banking Corporation, within the wealth management division of BT Financial Group.
• A boutique Private Wealth firm specialising in direct international equity portfolios and investment analysis.

These roles have enabled Joshua to refine his skills and develop deep expertise within the Australian Wealth Management industry.

During this time, Joshua recognised a unique opportunity to provide wealth management services that blend scientifically backed investment methodologies such as passive investing, and strategic and tactical asset allocation, with the rare insights and strategies of legendary investors such as Warren Buffett, Peter Lynch, and John Templeton to name a few. This comprehensive approach is designed to create high-performing, resilient investment portfolios that not only withstand market cycles but also capture exceptional asymmetric opportunities when they arise.

Joshua is also a firm advocate of independent, unbiased financial advice. He believes that the best financial solutions come from having unrestricted access to all available options, free from the biases of large superannuation funds, banks, and insurance companies. This commitment to independence is exemplified by Logan Private Wealth’s alignment with its clients—Joshua and his team invest all of their own liquid net wealth in the same products, investments, and opportunities as their clients.

Joshua’s mission is for Logan Private Wealth to be a world-class wealth management firm centred around a data-driven, forward-thinking service model designed to help clients generate, protect, and grow their wealth now and into the future. By providing high-quality, tailored advice, Joshua aims to empower clients to achieve their financial goals with confidence and clarity.

We invite you to partner with Joshua and Logan Private Wealth, to secure your financial future with confidence and clarity.