A multidisciplinary team with world class skills and experience.

Our investment reach is global; likewise our multidisciplinary team hail from locations as far afield as the United States and Brazil. Together we offer an impressive breadth and depth of experience in the financial and investment sectors, gained from time spent working in local and overseas markets.

JOEL HEWISH
CEO / Chief Investment Officer

Joel Hewish is the founder, Chief Executive and Chief Investment Officer of United Global Capital (UGC). A highly skilled, educated and experienced wealth management professional, Joel established UGC with a vision to bring the world’s best investment opportunities and financial strategies to everyday Australians.

Joel has been engaged in the financial services industry since 2004, helping individuals and families to achieve their goals. Beginning his career at Morgan Wealth Management Group and Colonial First State subsidiary, Avanteos, Joel later worked for boutique investment bank Fortrend Securities, establishing their Private Wealth Management division.

Joel is an experienced and engaging industry speaker, keeping on top of current trends and forecasts, providing in-depth analysis of the latest news and informing clients on events that may affect their investments. He has constantly gone above and beyond in investing in both shares and real estate globally.

BRETT DICKINSON
Director – UGC Global Property

Brett Dickinson is the Managing Director of UGC Global Property and UGC Projects. Qualified, experienced and knowledgeable in Personal Finance, Corporate Finance, Real Estate Development, Marketing and Sales, Brett manages United Global Capital’s property development projects and client acquisitions.

Brett understood what is required for elite performance early in his working life spending 10 Years as PGA Professional. He has continually educated himself and developed into a skilled property professional who possesses high level strategic thinking, excellent communication and astute negotiation skills.

A fully licensed Real Estate Agent with 15 years of experience in company administration and corporate governance, Brett has held multiple board positions in private and public companies and been involved in $500m of corporate transactions across Capital Raising, Mergers & Acquisitions and Business Exits. Brett has a passion for providing guidance and management across real estate acquisitions and investments.

EDWARD GRIBBLE

Head of (Manager) Compliance
Head of (Manager) Technical Services

Edward is the current head and Manager of both Compliance and Technical services at UGC. Edward has more than fifteen years of financial services experience encompassing financial planning training as well as compliance and management. Edward has a double degree from the University of Auckland in Commerce and Arts, an Advanced Diploma in Financial Planning and qualifications in margin lending and Self-Managed Superannuation funds.

HUW DAVIES
Co-Portfolio Manager
Senior Investment Analyst

Huw is a Senior Investment Analyst and Co-Portfolio manager at UGC with over 20 years of financial services experience covering Equities, Derivatives, Fixed Income, FX and Funds Management. Huw is an Investment Committee Member of the UGC Global Alpha Fund, UGC Platinum Alpha Fund and a Director of UGC Global Alpha Fund Ltd. Huw holds a Master of Banking & Finance from Swinburne University.

JOSHUA LANE
Strategic Partnership Manager
Senior Financial Adviser

Joshua is the Strategic Partnership Manager and a Senior Financial Adviser at United Global Capital. He has been working with individuals, families, and everyday Australians to achieve their goals since 2010. Joshua began his career in the United States with the Vanguard Group before migrating to Australia to work as a financial adviser.

MICHAEL EAGAR
Team Leader
Senior Financial Adviser

Michael is a Team Leader / Senior Financial Adviser at UGC. Since commencing work in the financial services industry in 2013, Michael has helped individuals, families and business owners achieve their financial and lifestyle goals. Michael is a Certified Financial Planner, having also completed a Master of Financial Planning and Bachelor of Commerce in Financial Planning and Finance.

MIKI PETROVIC
Team Leader
Senior Financial Adviser

Miki is a Team Leader / Senior Financial Adviser at UGC. With twelve years of experience across banking, life insurance and wealth management organisations, Miki provides comprehensive advice to clients. Having completed various industry qualifications – his MBA, a Master’s in Financial Planning, and a Degree of Distinction in Commerce, amongst others – Miki thinks outside the box when it comes to business, strategy, and investments.

SONIA AMBWANI
Head of Administration

Sonia is the Head of Administration at United Global Capital. She has over 14 years of experience in the financial services industry, both in Australia and overseas. Sonia’s academic qualifications in finance and her administrative and regulatory obligations knowledge ensure that clients experience the highest quality customer service. Sonia has extensive expertise in building and leading high-performing teams that deliver exceptional client experiences. Her dedication to driving client satisfaction and her team’s success makes her an integral part of our leadership team.

STEVE ROGERS
Senior Financial Adviser
Strategist

Steve is a Senior Financial Adviser / Financial Strategist at UGC. With more than 10 years’ experience across the finance sector – including investments, insurance and wealth management – Steve provides comprehensive and personalised advice to clients. Previous roles have included specialisation in SMSF management incorporating a broad range of diversified investment strategies.

SYNTHIA SEKAR
Senior Financial Adviser
Strategist

Synthia is a Senior Financial Adviser at UGC. With over seven years of industry experience, Synthia has provided advice whilst training junior advisers in the provision of compliant financial advice to service client needs. Synthia has been passionately involved in a comprehensive advice approach, where her advisory philosophy for clients is to reduce debt and increase overall net assets through various wealth creation and tax optimisation strategies.

DAVID BELL
Senior Financial Adviser
Strategist

David is a Financial Advisor at UGC. He has spent the last 20 years in the financial services industry, both in Australia and overseas. David has worked in leading financial services organisations, with experience in superannuation, investments and insurance. David discusses innovative and relevant strategies with our clients and assists in their understanding of complicated and challenging concepts.

MARK DELA CRUZ
Financial Advisor
Financial Strategist

Mark is a Financial Advisor at UGC. Mark has over 15 years of experience in the financial services domain working in Australia and the UK. Mark loves the human element of financial planning, especially involving his clients in the financial planning process to help them achieve their goals. His compassion, authenticity, and ability to relate to clients are what enable him to build trusting client relationships. Mark prides himself on providing quality financial advice and thrives on making a positive difference in his clients’ lives.

DANIEL REAPER
Investment Analyst

Daniel is an Investment Analyst at UGC, where he holds an MBA and a bachelor’s degree in Business, majoring in Economics and Finance. Having gained valued experience within Private Wealth, Daniel transitioned into Asset Management where he holds a genuine curiosity and passion for financial and capital markets with the ability to provide extensive due diligence of a company and industry by reviewing, interpreting, and analysing data.

MITCHELL KELLERMAN
Investment Associate

Mitchell is an Investment Associate at United Global Capital. Mitchell holds a Bachelor of Business Finance and is currently studying to become a certified Chartered Financial Analyst. He is passionate about the financial markets and aims to become an Investment Analysts by continuously expanding his knowledge throughout the global market.

ELAINE LEE
Equities Trader
Investment Analyst

Elaine is an Equities Trader and Investment Analyst at United Global Capital. She is responsible for identifying short-term and swing trade opportunities for the United Global Capital Global Alpha Fund. She holds a Bachelor of Economics degree from the University of Queensland as well as a Masters in Banking and Finance from Monash University.

HANNAH GALVEZ
Senior Paraplanner
Provisional Financial Adviser

Mark is a Financial Advisor at UGC. Mark has over 15 years of experience in the financial services domain working in Australia and the UK. Mark loves the human element of financial planning, especially involving his clients in the financial planning process to help them achieve their goals. His compassion, authenticity, and ability to relate to clients are what enable him to build trusting client relationships. Mark prides himself on providing quality financial advice and thrives on making a positive difference in his clients’ lives.

NATHAN REDDEN
Senior Paraplanner

Nathan is a Senior Paraplanner at United Global Capital who has over 5 years of experience in the Financial Planning industry. He has graduated from Swinburne University with a Bachelor’s degree in psychology and is currently completing his Graduate Diploma in Financial Planning to pursue his goal of becoming a Financial Adviser. Outside of work, Nathan enjoys playing golf and travelling.

JORDAN LOKE
Junior Paraplanner

Jordan is a Junior Paraplanner at United Global Capital. He holds a Bachelor’s Degree in Financial Planning at RMIT University. Jordan aims to continue to work towards becoming a financial adviser by completing further studies in the future. Outside of work, Jordan enjoys playing football and travelling overseas.

TARUN SHARMA
Team Leader
Senior SMSF Administrator

Tarun is a Senior SMSF Administrator at UGC. Tarun has over 6 years of working experience in SMSF accounting and administration. Tarun’s day-to-day operations involve liaising with external parties and assisting in the preparation of SMSF financials and tax returns. Tarun, being an ASIC-registered SMSF Auditor, ensures the SMSFs administered by UGC remain compliant with the SIS Act and Regulations. Tarun also holds a Graduate Diploma in Accounting from Deakin University.

KINJAL PATEL
Adviser Assistant
Senior Client Services Officer

Kinjal is an Adviser Assistant/ Senior Client Services Officer at United Global Capital. She holds a Bachelor’s Degree in Business, and her Master’s in Financial Planning. Kinjal is currently undertaking her Professional Year in her pursuit to become a qualified Financial Adviser. Kinjal is motivated by her curiosity, and believes providing efficient, high-quality services is the key to achieving client satisfaction.

FRANCIS LUCANI
Adviser Assistant

Francis is an Adviser Assistant at United Global Capital. Francis has completed a Bachelor of Commerce, majoring in Finance & Financial Planning, and is now completing his Professional Year at United Global Capital. Francis’ ambition to become a Financial Adviser reflects across his work, including his positive client relationships, disciplined work ethic and approachable personality. Outside of work, Francis enjoys travelling.

ETHAN CHEN
Financial Accountant
CPA

Ethan is a financial accountant at UGC. He is a CPA Australia member and holds a Master’s degree in Professional Accounting. Ethan has gained over 5 years of broad experience at some of America’s Fortune 500 companies. He has developed advanced IT skills with a digital mindset and is committed to providing professional and integrated financial services in order to improve corporate governance and compliance.

JEFF DUAN
Accounts Officer

Jeff is an Accounts Officer at United Global Capital. He holds a Bachelor’s Degree in Banking and Finance from Monash University, and a Master’s Degree in Applied Finance from the Australian National University. Jeff always produces highly accurate work, and is a friendly and responsible member of UGC. He continues to develop his professional skills and knowledge by participating in CFA & CPA programs.

KAI SCOTT
Receptionist
Administration Officer

Kai is a Receptionist / Administration Officer at United Global Capital. As a seasoned customer service representative and recent Bachelor of Music graduate, Kai’s people-focused experiences form the foundation of her communication style. Her passion for providing outstanding service results in client interactions and administrative assistance which are swift, well-informed and always presented with a smile.

RASHI GUPTA
Client Services Officer

Rashi is a Client Services Officer at United Global Capital. Rashi completed her Master’s of Financial Analysis at La Trobe University and is passionate about learning and growing in the financial industry. She is dedicated to her goal of becoming an investment analyst and intends on completing the CFA exam to support this endeavour. Rashi is always ready for new challenges and prides herself on the flexibility she provides clients.

RYAN SHERIFF
Client Services Officer

Ryan is a Client Services Officer at United Global Capital. Ryan combines the knowledge of his Bachelor of Business, majoring in Financial Planning, with real, industry experience gained as part of the United Global Capital team. He continues to develop his skills in his position in pursuit of a career in Financial Planning. Beyond work, Ryan is an avid car enthusiast and hopes to own his own garage.

THOMAS HYDE
SMSF Administrator
Client Services Officer

Thomas is an SMSF Administrator / Client Services Officer at United Global Capital. He is currently completing the final year of his Bachelor’s Degree in Business and Financial Management at La Trobe University, and is particularly interested in financial markets. Thomas intends on completing a Graduate Diploma of Financial Planning, and the CFA exam, in the pursuit of becoming a financial advisor.

YOUNES AHMAD
Client Services Officer

Younes is a Client Services Officer at United Global Capital. He has a Bachelor’s in Economics and Finance from RMIT University. Younes is passionate about satisfying clients, and his hard-working nature ensures he is an excellent problem solver. These attributes are reflected in his positive and effective client relationships. Once Younes has gained further industry experience, he will aspire to become a financial adviser.