A lover of all thing’s technology and both a business and finance student, Logan Humphreys enjoys helping Collective Financial Partners embrace technology to increase the efficiency of the practice and assist the more mature clients to keep up to date with their finances using online services.
It’s a role he believes is important to ensure clients understand their financial situation and the advice they’re being given, all while making it easier to engage and receive advice from the practice.
While learning the ropes of financial planning, Logan is currently in the process of completing a Graduate Diploma of Financial Planning while kicking off his first year studying a Bachelor of Business and Bachelor of IT at the University of Newcastle.
Day to day Logan’s workload varies between working in close partnership with the financial planners across the practice, assisting with research, modelling, and constructing tailor-made financial plans to managing the paraplanning workflow for the practice and communications with the advice team drafting and preparing our advice documents.
Outside of work, weekends are spent with his partner and friends at the beach, taking trips to Shoal Bay and hiking. Currently residing in Maitland, Logan plans to make the move closer to the coast in the coming months. A passionate plant lover combined with an OCD for a clean desk, Logan’s is driving the charge towards a paperless office while his green thumb is responsible for slowly increasing the variety of greenery across our offices.
Get in touch with Logan Humphreys and begin planning your future financial plans.
Collective Financial Partners is a Hunter-based financial advice business managed by a team with over 80 years combined experience in financial services.
This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication.
Collective Financial Advice Pty Ltd ATF Lake Macquarie Group Trust ABN 14 710 648 652
Corporate Authorised Representative No. 1286336
Alliance Wealth Pty Ltd | ABN 93 161 647 007 | AFSL 449221
Copyright 2021 Collective Financial Partners
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