The Financial Planning Association of Australia The Financial Planning Association of Australia

Joshua Logan, CFP®


Name Joshua Logan, CFP®
Company Findex
Address 232 / 240 Mulgrave Road
Cairns City, QLD 4870
Phone 07 4052 3225
Mobile 0400 428 432
Website https://www.linkedin.com/in/joshlogan82

ABOUT ME
I am a new breed of Financial Adviser, one who entered the industry due to the increased scrutiny by the Royal Commission and the necessary increase in regulation, training, education and ethics required to be an Adviser.

I always act with my client's best interests at heart, and have always done so. Many advisers before me cannot say the same, due to their involvement in 'product pushing'.

Rather than 'sales' as my focus, I am looking to partner with clients, and become their trusted adviser to guide their financial decisions.

WHY ME
Skilled in tax accounting and wealth management, I specialise in providing strategic and investment advice for wealthy individuals, families, corporations and not-for-profit organisations, whilst staying up to date with the changing economic, investment, product and legislative landscapes to meet their needs.

I am organised and have sharp attention to detail, and I strive to deliver excellent service and outcomes for my clients.

EDUCATION
I hold a Bachelor of Commerce (Accounting and Finance - Double Major) from Macquarie University, an Advanced Diploma of Financial Planning from Kaplan, and I am a Certified Financial Planner - CFP® which is considered to be the 'Gold Standard' qualification for Financial Advisers.

Please feel free to message me to arrange a meeting, or to discuss how I can benefit you.

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