About Me

Joshua Logan is the Founder, Chief Investment Officer and Principal Private Wealth Adviser of Logan Private Wealth, a boutique private wealth advisory firm based in Sydney, Australia serving High Net Worth, Ultra High Net Worth, Family Office, and Not-For-Profit clients.

He is also the Advice Ambassador for the Wentworth Electorate (Sydney – Eastern Suburbs), for the peak Australian industry body for financial advice – The Financial Advice Association of Australia (FAAA) – with over 10,000 members representing approximately 70% of all advisers in Australia.

His professional experience spans across portfolio construction, investment analysis and strategic financial planning within investments, superannuation, retirement planning, taxation, property and intergenerational wealth at some of Australia’s most well-respected financial services organisations such as Westpac, Findex, Valor Private Wealth and Bedford CA Chartered Accountants. This breadth of experience across the industry has provided him with a multi-dimensional perspective on the structuring, governance and investment process when managing substantial private capital.

His usual clients are business owners, entrepreneurs, equity partners, senior executives, professionals and multigenerational families. Throughout his career, Joshua has been fortunate enough to write over 500 tailored financial plans and jointly manage $0.5bln on behalf of clients. His most complex joint client was family group worth $120 million.

Joshua’s approach to education has been to attain the highest quality of education possible, due to the direct link between education, knowledge and accurate wealth decisions for his clients. With advanced credentials including being a CERTIFIED FINANCIAL PLANNER® professional (CFP®) [WAM: 85%], SMSF Specialist Advisor® (SSA®) [WAM: 70%], Tax (Financial) Adviser, and through further study at the University of Chicago Booth School of Business, Joshua brings a disciplined, evidence-based approach to the management of capital.

He has completed the Certified Investment Management Analyst (CIMA) Education Program through Chicago Booth, which is widely regarded as one of the leading advanced portfolio construction and investment management programs in the world. Chicago Booth is widely recognised as one of the most elite universities in the world of finance, having produced the world’s highest number of Nobel Prize laureates in Economics. To April 2026, according to the ASIC register, Joshua is the only registered adviser in Australia with this qualification from Chicago Booth, achieving a final mark of 91%.

Logan Private Wealth’s investment philosophy guides our evidence-based framework, combining strategic and tactical asset allocation with rigorous multi-expert research and insights, to build resilient and robust portfolios designed to preserve capital, manage risk, and capture opportunities over the long term. To support this process, Joshua has designed and developed the Logan Macro Intelligence Framework (LMIF). This critical macroeconomic intelligence system enables a systematic and consistent approach to allocating capital throughout economic regimes and market cycles. It continues to be enhanced by Logan Private Wealth’s Asset Allocation & Investment Committee members.

Logan Private Wealth works with a deliberately select group of clients 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.
We invite you to partner with Joshua and Logan Private Wealth on your financial journey.