Financial Adviser
· SYDNEY, NSW
Joshua Logan
No disciplinary history on record with ASIC
SYDNEY,
NSW
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001008598
Practice
Bondi Beach, NSW (practice address on ASIC register)
Licensed through Forefront Financial Group
About Joshua Logan
Joshua Logan is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry since 2015. Joshua works at Logan Wealth, which is licensed through Forefront Financial Group. Joshua holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Joshua's qualifications include a Certified Financial Planner (CFP) from Financial Advice Association of Australia (FAAA). Joshua is a member of Financial Advice Association of Australia (FAAA), Investments & Wealth Institute and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor of Commerce (Accounting and Finance)
Macquarie University
2017
Advanced Diploma of Financial Planning
Kaplan Professional
2019
Certified Financial Planner (CFP)
Financial Advice Association of Australia (FAAA)
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
Financial Adviser Exam
FASEA
2025
SMSF Specialist Advisor (SSA)
SMSF Association
2026
Certified Investment Management Analyst (CIMA)
Investments & Wealth Institute