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 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.

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.

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.

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 is currently completing his Bachelor’s in Business majoring in Accounting and Finance at La Trobe University. After he completes his degree John will be looking at completing the Financial Chartered Analyst postgraduate 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.

Sam is a Senior Financial Adviser/Financial Strategist at UGC with over 20 years’ experience in the financial services industry, including 13 years in private wealth management operating his own practice.
Sam was excited to join UGC after meeting Joel as they shared similar vision and values. He provides quality financial advice for every part of a person’s life and works with clients to create and protect wealth. He enjoys being the person that many people turn to for advice.

Mitchell is a Junior Investment Analyst 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 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.

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 the Business System Analyst at UGC. He successfully completed an MBA at the University of Turin (Italy) and Valencia (Spain), and a Grad Dip of Financial Planning in Australia. Working in collaboration with other department members, Domenico is responsible for delivering business projects, initiatives and technology solutions that bring efficiency and help achieve strategic goals.

Miki is a Senior Financial Adviser / Financial 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.

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.

Chelsea has been working in the customer service industry for 7 years and has received awards recognising her skills in her previous role. She endeavors to continue to strengthen her communication skills and relationships with clients ensuring customer satisfaction. She is also looking to commence further studies to strengthen her knowledge in Finance.