Meet the Team

Joel Hewish

CEO / Chief Investment Officer

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

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Brett Dickinson

Director - UGC Global Property

Brett Dickinson is a Licensed Real Estate Agent and manages United Global Capital’s property projects and client acquisitions. With experience in corporate finance, financial planning, real estate development, marketing and sales, Brett brings a unique skill set to provide guidance and management across real estate acquisitions and investments.

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Louis van Coppenhagen

Head of Private Wealth

Louis van Coppenhagen is a Senior Financial Adviser and the Head of Private Wealth at United Global Capital, he has more than a decade of experience as a Financial Planner and holds three University degrees.  Louis helps clients make good financial decisions, to take advantage of opportunities for positive results and prevent major financial problems before they occur.

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Huw Davies

Trader / Analyst

Huw Davies is a Trader and Analyst at United Global Capital. Huw is responsible for facilitating all stock market transactions and providing the research to support changes in these positions.

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Joshua Lane

Financial Adviser / Financial Strategist

Joshua Lane is a Financial Adviser at United Global Capital and has been working with individuals, families and everyday Australians to achieve their goals since 2003.  He began his career as a financial adviser in the United States with the Vanguard Group before migrating to Australia to work as a financial adviser and paraplanner for a boutique financial advisory firm servicing 450 clients.

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Sonia Ambwani

Financial Analyst / Paraplanner

Sonia Ambwani is a Financial Analyst and Paraplanner at United Global Capital with 10 years experience in Financial Services and Academics including work as a trainer of Financial Planners.  Within UGC Sonia performs the financial analysis and prepares statements of advice which she has completed for more than 150 clients based in Australia and Overseas.

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Mina Nguyen

Senior Financial Adviser / Financial Strategist

Mina Nguyen is a Senior Financial Adviser at United Global Capital, she has been active in the financial services sector since 2014 and had worked with individuals, families and everyday Australians to achieve their goals.
Mina invests time, knowledge, and financial experience to drive wealth creation in a holistic and sustainable framework for her clients. She is genuinely focus on building wealth through each facet of life; appreciating that each individual’s story is unique to them & an asset in its own right. Mina prides herself on developing excellent working relationships with all clients to provide comprehensive financial advice based on their individual needs and goals

Miki Petrovic

Financial Adviser / Financial Strategist

Miki Petrovic (Milutin Petrovic) is a Financial Adviser / Financial Strategist at our advisory firm United Global Capital (UGC). He has an extensive background in Financial Services across a broad array of subset Financial planning industries, effectively enabling him to provide clients with comprehensive financial advice and consultation services. Miki brings a considered, results focused approach, and embodies a lifelong pursuit of education and service excellence.

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Prior to UGC Miki has held positions within Advisory services of several boutique wealth management organizations along with support positions and business operations roles at some of Australia’s largest accounting firms, stockbroking practices and banking institutions.

He holds the following qualifications:

  • Master of Business Administration (Entrepreneurial Management)
  • Master of Financial Planning
  • Bachelor of Commerce (Finance, Accounting & Financial Planning)
  • Diploma in Financial Services (Insurance Broking)
  • Cert IV in Financial Services & Mortgage Broking
  • Cert IV in Property Services
  • Accredited Aged Care Professional
  • Margin Lending (RG146)
  • Self-Managed Super Fund (RG146)

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Esha Desai

Administration Officer

Esha Desai is an Administration Officer at United Global Capital.

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Julian Manning

Client Servicer Officer

Julian Manning is a Client Service Officer at United Global Capital. He comes from a customer service background with a variety of experience in different industries. Julian is working his way towards becoming a Financial  Adviser by currently studying a Bachelor of Business in Financial Planning.

 

Daniel Reaper

Paraplanner

Daniel Reaper is a Paraplanner at United Global Capital. He holds a Bachelor Degree of Business majoring in Economics and Finance and is currently in the penultimate year of his MBA studies. Daniel has worked within Private Wealth for more than 3 years and brings a passion of Economics, Finance and Investing to the team. 

James Mitchell

Paraplanner

James Mitchell joined United Global Capital in early 2020. He has previous experience in Paraplanning and Client Service Management with Ascent Private Wealth in East Hawthorn and Hamilton Morello in Box Hill. Prior to this,  James attained a Bachelor of Business majoring in Macroeconomics at La Trobe University and an MBA at RMIT University.
James’ previous roles have presented him with a wide range of client experiences, which has helped develop an approach and desire to deliver a sound client experience.

Elaine Lee

Associate Analyst / Dealers Assistant

Elaine Lee is an Associate Analyst and Dealers Assistant at United Global Capital.

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Aline Reis

Financial Analyst / Paraplanner

Aline Reis is a Financial Analyst / Paraplanner at United Global Capital and holds a bachelor degree in Business Administration majoring in Finance received in Sao Paulo – Brazil.  Prior to joining UGC she spent 18 months with Ord Minnett Private Wealth Management as an Adviser Assistant and had previously spent 3 years at Merrill Lynch Brazil working in the Stock Broker Back Office and Treasury.

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James Ludlow

Financial Analyst / Paraplanner

James Ludlow is a Paraplanner and Financial Analyst at United Global Capital, he is a qualified economist and has significant experience investing in equities and bonds. Passionate about investing, James previously worked with an accounting firm and has traveled extensively through Europe

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Alina Jin

Operations and Compliance Officer

Alina Jin is the Operations and Compliance Officer at United Global Capital. As a Certified Practicing Accountant (CPA) she has previously worked as an accountant and budget manager, overseeing the accounts and financial reporting for a company with $150m annual turnover.

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Tracey KIng

Compliance Officer

Tracey King is the Operations and Compliance Manager.  She specialises in business improvement, quality assurance and communications.  Tracey’s experience in business excellence is extensive and diverse having previously worked in banking, manufacturing, fashion and local government.  ​

Sonia Tanaka

Administration Officer

Sonia is an Administration Officer at United Global Capital. She provides support to the paraplanners and is currently doing her masters in finance.

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Kirrily Fry

Client Service Officer

Kirrily Fry is the Executive Assistant to the CEO at UGC. She has a diverse background in customer service & finance and in addition to supporting the CEO, she manages relationships with third parties, assists the development of new staff members. She is passionate about supporting her colleagues and connecting with clients to ensure they have a memorable experience with UGC. She aspires to continue her training and development by completing further study in Finance, Compliance & Management.

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