Josh Logan

Josh highly values being able to provide his clients with solutions to create, manage and protect their wealth, so they can achieve their full financial potential.

He does this by assisting his clients to navigate through the changing geopolitical, macroeconomic,

investment, product and legislative landscapes to find an ideal solution to their needs.

He has built these skills at a range of leading Australian financial institutions from 2013. Josh has been with Findex since February 2018, and has returned to Sydney from spending two

and a half years as the sole point of contact for the Wealth Management Business Unit in Far North

Queensland, based in Cairns.

Prior to Findex, Josh was working at Westpac from July 2015, and he has also spent two years at Valor Private Wealth (a boutique private wealth firm specialising in International Equities) and Bedford CA Chartered Accountants (an AFR Top 40 Accounting Firm specialising in Tax).

In 2019, he earned the highest globally recognised financial planning designation and has become a

Certified Financial Planner CFP®, having achieved a weighted average mark throughout the AQF Level 8 course of 85% whilst also working full time. This qualification requires Josh to complete 40 hours of additional study each year as Continuous Professional Development to ensure his knowledge stays up to date.

Josh is also a registered Tax Financial Adviser with the Tax Practitioners Board of Australia which also requires additional Continuous Professional Development of 60 hours every 3 years.

Josh has an Advanced Diploma in Financial Planning (ADFP) and has completed a Bachelor of

Commerce, majoring in both Accounting and Finance at Macquarie University, Sydney. During his degree he achieved Credits and Distinctions in ‘Money and Finance’, ‘Issues in Applied Finance’, ‘Macroeconomic Analysis’, ‘Security Pricing and Hedging’, ‘Statistics’ and ‘Microeconomic Principals’ among others.

With a strong educational background, paired with extensive experience within both the Accounting and Financial Services industries, Josh is able to see all opportunities available to his clients and have all strategies on the table for meeting their objectives (i.e. from both financial and tax perspectives).

Personally, he has a highly organised approach, sharp attention to detail, and the drive to deliver

exceptional service and outcomes to his clients each and every time. He is well known by his clients for leaving no stone unturned in his mission to help them, or any of their friends or family he has been entrusted with.