John Logan is an experienced Financial Advisor with a strong background in insurance and client management. Currently at AdviceFirst since June 2023, responsibilities include conducting financial health checks for a large portfolio of clients, training new advisers, and guiding clients through the claims process. Previous roles at Donaldson Brown and THE ADVICE HUB involved project management, client onboarding, and generating business opportunities through networking. John also has experience managing client portfolios at Cigna New Zealand and InsureRight Ltd. Educational qualifications include a New Zealand Certificate in Financial Services (Level 5) with a focus on Life, Disability, and Health Insurance from the Open Polytechnic of New Zealand.
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