Josh Logan

Joshua is the Founder, CIO, and Principal Private Wealth Adviser of Logan Private Wealth, a boutique firm headquartered in Sydney, Australia. The firm mainly serves High Net Worth, Ultra High Net Worth and Family Office client segments. He also serves as the Advice Ambassador for the Wentworth Electorate (Sydney – Eastern Suburbs) for the Financial Advice Association of Australia (FAAA), the peak industry body representing approximately 70% of all advisers nationwide. His professional experience spans investment analysis, portfolio construction, and strategic financial advisory across investments, property, superannuation (including SMSFs), retirement planning, taxation, and intergenerational wealth. Having experience from well-respected organisations such as Westpac, Findex, Valor Private Wealth, and Bedford CA Chartered Accountants, Joshua holds rare tri-industry expertise across Accounting, Investment Management and Wealth Management. This enables him to critically analyse client scenarios from multiple perspectives to ensure optimal wealth structuring, strategy, and governance. Joshua's typical clients include business owners, equity partners, senior executives, professionals, and multigenerational families. Throughout his career, he has written over 500 tailored financial plans, jointly managed $0.5 billion on behalf of clients, and jointly managed a complex family group with $120 million of funds under management. Committed to elite education, Joshua holds advanced credentials including being a Certified Investment Management Analyst® consultant (CIMA®), CERTIFIED FINANCIAL PLANNER® professional (CFP®), SMSF Specialist Advisor™ (SSA®), and Tax (Financial) Adviser. He completed the Certified Investment Management Analyst (CIMA) Education Program through the University of Chicago Booth School of Business, a premier global program for advanced portfolio construction and investment management. According to the ASIC register and available online sources, as of April 2026, Joshua is the only financial adviser in Australia with this qualification from Chicago Booth, achieving a final mark of 91%. Logan Private Wealth’s investment philosophy combines strategic and tactical asset allocation with rigorous multi-expert research to build resilient portfolios designed to preserve capital, manage risk, and capture long-term opportunities. To support this framework, Joshua built the Logan Macro Intelligence System (LMIS), a systematic macroeconomic system used to allocate capital throughout market cycles and regimes. This system continues to be enhanced by the firm’s Asset Allocation & Investment Committee. Logan Private Wealth works with a specific client segment, those with $1mln to $100mln of investible funds, in order to preserve and compound capital, manage complexity, and steward wealth across generations. We invite you to partner with Joshua and Logan Private Wealth on your financial journey.