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.

Huw is a Co-Portfolio manager at United Global Capital with over 20 years’ experience in financial services spanning operations, investment banking, wealth management and funds management at some of the world’s largest financial institutions in the UK and Australia. A highly skilled and experienced investment management professional with significant global Equities and Derivatives investment and execution experience. Huw is an Investment Committee Member of the UGC Global Alpha Fund, UGC Platinum Alpha Fund and UGC Platinum Alpha SMA and is responsible for screening, analysing, producing and reviewing research generated by the investment team. Huw holds a Masters of Banking & Finance from Swinburne University.

Mark Dela Cruz is a Financial Advisor/ Financial Strategist at our advisory firm United Global Capital (UGC). Mark has over twelve 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 is what enables 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.

Mark holds a Graduate Diploma in Financial Planning, a bachelor’s degree in Accounting and is currently undertaking his Master’s in Financial Planning.

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.

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.

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.

John is a Client Services Officer at United Global Capital. John has completed his Bachelor’s in Business majoring in Accounting and Finance at La Trobe University. John will be looking at completing the Graduate Diploma of Financial Planning course to further improve his qualifications and progress through his career. John places a heavy importance in having trustworthy client relationships and having the ability to be a great problem solver. John has a desire to progress through the company and become a financial advisor.

Mitchell is a Investment Associate at UGC. 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.

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 Equities Trader and Investment Analyst at UGC with responsibility for identifying short-term and swing trade opportunities in the UGC 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.

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 exploring Melbourne and travelling overseas.

Alan is a Junior Paraplanner 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.

Miki is a Team Leader / Senior Financial Adviser 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 UGC, where he holds an MBA and a bachelor’s degree of 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.

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.

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.

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.

Having completed his relevant Diploma of Business, Diploma of Financial Planning and advanced Dip in Financial Planning, combined with a passion for world and domestic markets, Steve is able to provide a broad range of comprehensive advice across a wide range of clients. He takes pride in his work and enjoys building lasting relationships with his clients as he guides them to a happier and more secure retirement.

Younes is a Client Service Officer at United Global Capital. He is in his last year in completing his Bachelor’s in Economics and Finance at RMIT University. Younes is a hard-working and dedicated employee and uses those characteristics in creating successful and efficient relationships with his clients. This is driven through his ability to solve problems as well as possess a trusting attitude towards satisfying the need of his clients. Once Younes accumulates the relevant qualification and experience, he will strive to become a financial adviser

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

Kinjal is a Client Services Officer at United Global Capital. She holds a Bachelor of business degree and has recently completed her Master’s in financial planning from Deakin University. Kinjal is always willing to take on new challenges and aims towards gaining the right experience to become a financial advisor. She emphasizes on organizational skills and timeliness being the key factors to achieve client satisfaction. Outside of work, she likes to enjoy her serene time reading books.

Rashi is a Client Service Officer at United Global Capital, who has recently completed her Master of Financial Analysis at La Trobe University. She has a passion for learning and wants to develop herself in the financial industry. She is dedicated towards her goal of becoming an advisor and aims to understake CFA exam to progress in her career. Rashi is very flexible with clients and is committed towards helping clients with their problems. Outside of work, Rashi loves dogs, enjoys going on road trips and exploring nature.

Thomas is an SMSF Administrator at United Global Capital. Tom is currently completing his final year of his Bachelors Degree in Business and Financial Management at La Trobe University. Tom is dedicated in his passion for finance and plans to complete a Graduate Diploma of financial planning and eventually undertake the CFA exam in his pursuit of becoming a financial advisor.