Find an Advisor

Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use the Dimensional funds.

To find an advisor nearest you*, select one of the options below and enter your postcode.

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* All advisors shown in the search results manage at least $10 million in total assets and have used Dimensional funds for at least one year (based on data known to Dimensional).

Terms & Disclosures

Units in the Dimensional Wholesale Trusts are generally available only to institutional investors and clients of select qualifying financial advisors that are independent from Dimensional. Such advisors do not receive compensation from Dimensional or its trusts. We believe the decision to hire a financial advisor is in fact a highly personal one. Dimensional does not recommend specific advisors. We will provide, free of any charge or obligation, a list of advisors near you who are authorised to use our trusts.

Please be advised that Dimensional does not endorse, recommend, or guarantee the services of the financial advisors whose contact information we may provide. The financial advisors are independent from Dimensional and not employees or agents of Dimensional. The list will be only a partial list of financial advisors from whom Dimensional currently agrees to accept client investments. By engaging this service, you agree that Dimensional bears no responsibility for the merits and risks of using any of the financial advisors listed and does not represent that any advisor is suitable for you.

Dimensional does not evaluate the financial advisors in any manner. Dimensional does not evaluate the performance or investigate the licensing status or disciplinary history of financial advisors. Dimensional does not and will not supervise any financial advisor and takes no responsibility to monitor the financial advisor’s performance or transactions in an investor’s account. The contact information that you may be provided is for your informational purposes only and you alone bear the sole responsibility of evaluating the merits and risks associated with the use of any financial advisor.

Dimensional urges you to carefully evaluate any financial advisor you may consider hiring. For tips on evaluating a financial advisor, visit the investor information website of the Australian Securities and Investments Commission (ASIC) at www.moneysmart.gov.au, where you may obtain information about choosing a financial advisor, and you can check ASIC’s financial advisors register.

In exchange for receiving a list of financial advisors from whom Dimensional currently agrees to accept client investments into its trusts, you agree not to hold Dimensional liable for any possible claim for damages arising from any decision you make to engage the services of a financial advisor.

Nothing on this page is intended to exclude, restrict or modify any right or remedy you have in statute or otherwise to the extent that right or remedy cannot be excluded, restricted or modified under law, including the Australian Consumer Law and the Australian Securities and Investments Commission Act 2001 (Cth). If any term herein is deemed unlawful, void or for any reason unenforceable, then that provision will be deemed severable from this page and will not affect the validity and enforceability of the remaining terms.