Sonia is the Head of Administration at United Global Capital. Sonia’s academic qualifications in finance, in addition to her twelve years’ of industry experience, enable Sonia to empathise with the customers and gain an in-depth understanding of customer motivations and constraints. Sonia’s knowledge of admin processes and regulatory obligations ensures that customers experience the highest quality customer service.

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.

Ryan is a Senior Paraplanner at UGC. With five years’ experience in financial services, Ryan has extensive knowledge in superannuation and contribution, investment (shares, managed funds, direct property), retirement planning and more. Ryan holds Bachelor of Business (Banking and Finance/ Accounting) and has completed an Advanced Diploma of Financial Planning (specialised in SMSF), Diploma of Finance and Mortgage Broking Management.

Huw is a Senior Investment Analyst at UGC. Huw has 20 years’ experience in financial services spanning operations, investment banking, wealth management and funds management. Huw has considerable global market investing experience across multiple asset classes, having worked for some of the world’s largest financial institutions. Huw has a Masters in Banking & Finance and Professional Diploma in Stockbroking.

Mark is a Senior Paraplanner at UGC. With ten years’ experience in the financial services domain, Mark transitioned into financial planning in 2017 to become an Associate Advisor/Paraplanner. Mark holds a Bachelor of Accounting and Business Management through La Trobe University, plus a Diploma in Financial Planning. Mark is currently undertaking his Masters in Financial Planning.

Esha is a Client Service Officer with UGC. Esha holds a Bachelor’s Degree in Commerce and Post Graduate Diploma in HR. Esha has extensive experience working in Client Services, HR & General Administration, in various domains across India & Australia. Esha aspires to pursue a Graduate Diploma in Financial Planning and become a Certified Paraplanner within UGC.

Jaime is a Client Service Officer at United Global Capital, with experience working in customer service and administration. Jaime is currently completing a Diploma of Financial Planning and aims to continue to work towards becoming a Financial Adviser in the future.

Michael is a Senior Financial Adviser/ Financial Strategist 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.

Kirrily is the Executive Assistant to the CEO. Since joining UGC, Kirrily has worked in a multitude of roles and gained knowledge and experience across all aspects of the business. Kirrily is currently completing her Diploma of Financial Planning and will continue with education further after this is completed. Kirrily is passionate about business management and staff member support.

Hannah joined UGC as a Paraplanner. Hannah started her working life in Tokyo, Japan in corporate training and has graduated with a Bachelor’s Degree in Accounting and Economics. When Hannah’s not working, she is a self-acclaimed personal trainer for her friends and is just as excited to see the outcomes of her exercise plans as the financial plans she builds.

Zeel is a Client Services Officer at UGC, after finishing his Masters of Finance and Banking in 2019. Zeel has a year of experience working as a Financial Services Graduate and is eager to become a Financial Adviser within the company. To take the next step in his career, Zeel will begin studying a Bachelor’s of Financial Planning in 2021.

Edward is the Head of Paraplanning at UGC. Edward has more than fifteen years of financial services experience spanning across training, compliance and management in the paraplanning scope of operations. 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.

Alina joined United Global Capital in 2018. With over five years of working experience in UGC’s accounting department, Alina is now a member of CPA Australia and is working toward her CFA (Chartered Financial Analyst) qualifications. Alina has successfully graduated from the University of Melbourne with a major in Accounting & Finance.

Mitchell is a Client Service Officer at United Global Capital. Mitchell completed his Bachelor of Business (Finance) degree in 2020 and will be studying towards becoming a certified Chartered Financial Analyst in 2021. Mitchell understands the importance of client satisfaction and is passionate about ensuring that the desires of all clients are satisfied efficiently and effectively.

Joshua is the Strategic Partnership Manager and a Senior Financial Adviser at United Global Capital and 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.

Elaine is an Investment Analyst at UGC. Elaine is responsible for conducting technical, fundamental and qualitative analysis with a focus on global equities. Elaine has experience as a Corporate Development Analyst and holds a Bachelor of Economics degree from the University of Queensland. Elaine is in her final year of a Masters in Banking and Finance at Monash University.

Jordan is a Client Services Officer at United Global Capital, and has recently finished his Bachelor of Business majoring in Financial Planning in 2020. Jordan aims to continue to work towards becoming a financial adviser by completing further studies in the future. Outside of work, Jordan enjoys PC gaming and playing futsal with friends.

David is a Client Services Officer and Dealers Assistant at United Global Capital. David is studying a Master of Commerce at RMIT University, majoring in Finance, with a specific focus in foreign equity markets. David also has a background in the creative industries and has travelled extensively around the world.

James is an Associate Adviser at UGC. James has significant experience investing around the world in equities and bonds and has a Bachelor’s Degree in Business and Commerce. Further, James has additional Diplomas in Financial Planning and Financial Services & Investing. James is currently completing a Graduate Diploma of Financial Planning.

Trung joined the UGC Wealth Management Team in 2020 as a Paraplanner. Trung has completed a Bachelor of Law and Bachelor of Commerce at Deakin University and is an Australian lawyer, having been admitted to the Supreme Court of Victoria in 2014. Trung has attained several qualifications, including a Diploma of Financial Planning from Kaplan.

Julian is a Paraplanner at United Global Capital. Julian is working towards his Bachelor of Business at the University of South Australia, majoring in Financial Planning. Julian has been with UGC since April 2020, and brings an eagerness to learn and positive attitude to the company. Julian aspires to go on and become a financial advisor within UGC.

James is a Financial Adviser/Financial Strategist at UGC. For the last five years, James has prioritised the interest of clients to provide world class financial services. Prior to working at UGC, James obtained a Bachelor of Business majoring in Macroeconomics at La Trobe University and an MBA at RMIT University. James brings an appetite for learning to UGC.

Tony is the Compliance Manager at UGC. A financial planner by trade, Tony expanded his skill set in a number of sales and business development management roles for large national and global financial organisations. Tony holds a Bachelor of Commerce, a Graduate Diploma in Applied Finance and Investment, and a Graduate Diploma in Financial Planning, amongst other qualifications.

Mina is the Head of Operations at UGC. Mina’s average day involves formulating strategies and business improvements, implementing effective processes and standards, ensuring regulatory compliance, and managing the implementation of systems. With over ten years’ experience, Mina has owned her own successful Financial Planning practice and held positions critiquing other Financial Advisers, upholding the strict requirements of financial services law.

Alan is a Client Service Officer at UGC. He holds a Bachelor’s Degree in Business & Entrepreneurship and is an accredited Financial Advisor in Ireland. Since migrating to Australia in early 2020, Alan has completed a Diploma of Financial Planning. Alan will continue his studies with Kaplan, completing a Graduate Diploma of Financial Planning to work as an advisor in Australia.

Domenico is a Senior Client Service Officer at UGC. He successfully completed an MBA at the University of Turin (Italy) and Valencia (Spain). Domenico is currently completing his Grad Dip of Financial Planning, and upon completion aims to progress his career at UGC and become a qualified Financial Planner.

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

Daniel is an Investment Analyst at United Global Capital (UGC) and UGCAM. Daniel has extensive experience within Private Wealth and holds a bachelor’s degree of Business, majoring in Economics and Finance. He has an avid interest in financial markets and is currently developing his proficiencies within Private Equity, where he aims to transition into an Associate role upon the completion of his MBA later this year.

Aline joined UGC in 2017 and is currently a SMSF Administrator. Aline has experience in numerous roles at UGC, including Dealers Assistant and Financial Analyst/Paraplanner. Aline received a Bachelor’s Degree in Brazil, in Business Administration and majoring in Finance. Outside UGC, Aline has experience as an Adviser Assistant and has worked in the Stock Broker Back Office and Treasury

Trent joined UGC as a Paraplanner in 2020. With over four years’ experience across financial services and insurance, Trent has a passion for assisting clients with their financial goals. Trent is working towards becoming a Financial Advisor whilst assisting Senior Advisors in the Private Wealth sector of UGC. Trent is currently studying a Graduate Diploma in Financial Planning.

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

Tarun is the SMSF Administrator at UGC. Tarun has four years’ experience working in public accounting, having worked for the ATO as an Operations Officer. Tarun’s day-to-day operations involve liaising with external parties and assisting in the preparation of financials and tax returns. Tarun holds a Graduate Diploma in Accounting and will pursue a Masters of Accounting in the future.

Sue is a Client Service Officer at United Global Capital and has over a decade of banking experience. In addition to her years of experience, Sue’s qualifications include a Diploma in Financial Services and a Diploma in SMSF RG146. Currently, Sue is working towards becoming a Paraplanner and is looking forward to diversifying her roles throughout all areas of UGC.

Aishwarya holds a Bachelor’s Degree in Accounting and Finance from Dubai and Masters in Banking and Finance from Monash University. She has over a year of experience in Financial Services and is looking to become a certified Analyst. She is also a makeup artist and loves to travel.

Jovan is a Financial Adviser/Strategist at UGC. Jovan has fifteen years’ experience in the financial service industry, having helped a variety of clients become financially independent. Jovan is passionate about developing relationships and helping those around him achieve their own personal and financial goals. Jovan is very passionate about his children, sports and outdoor activities.

Christy is the Compliance Officer at United Global Capital. With over six years’ of experience in wealth management, Christy is skilled in financial services, compliance, investment, insurance and superannuation. Prior to joining UGC, Christy expanded her skillset in banking, real estate and management consultancy. Christy holds a Bachelor’s Degree in Accounting and has completed Masters in Financial Planning.

Vivien holds a double degree in Commerce and Professional Communication, and has extensive experience in customer service and retail management. Vivien is passionate about helping people learn and grow, and is currently completing her Graduate Certificate in Human Resource Management at Griffith University.