We believe an advisor can work closely with you to understand your financial needs and provide a range of wealth management services while encouraging the discipline essential to long-term investment success.
Dimensional’s Find an Advisor tool can help you locate an advisor near you, or you can learn more about investing with Dimensional below.
Dimensional managed funds are available through financial advisors. Use the Find an Advisor tool above to find an advisor in your area that uses Dimensional's funds.
Dimensional exchange-traded funds are available through a variety of brokerage platforms. A financial advisor can discuss the available investment options and help you set up a plan to pursue your long-term goals. If you wish to purchase shares without the help of a financial advisor, please contact your brokerage firm for more information.
For additional questions, you can contact us at +61 (2) 8336 7194.
This information is not meant to constitute investment advice, a recommendation of any securities product or investment strategy (including account type), or an offer of any services or products for sale, nor is it intended to provide a sufficient basis on which to make an investment decision. Investors should consult with a financial professional regarding their individual circumstances before making investment decisions.
People may invest for different reasons. But having a good outcome depends on understanding risk and taking a long-term view of markets. A financial advisor can offer guidance and expertise in these and other areas. Eugene Fama, University of Chicago professor, Nobel laureate, and Dimensional Director, offers his perspective.
There is no guarantee strategies will be successful. Diversification neither assures a profit nor guarantees against loss in a declining market.
*“Dimensional” refers to the Dimensional separate but affiliated entities generally, rather than to one particular entity. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., DFA Australia Limited, Dimensional Fund Advisors Canada ULC, Dimensional Fund Advisors Pte. Ltd., Dimensional Ireland Limited, Dimensional Japan Ltd., and Dimensional Hong Kong Limited. Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services.
For informational purposes only. Dimensional makes no representation as to the suitability of any advisor, and we do not endorse, recommend, or guarantee the services of any advisor. We urge you to carefully evaluate any advisor whom you may consider hiring. You are responsible for monitoring your advisor's investment performance. We will not supervise or monitor the advisor's activities or your account, nor are we responsible for the performance of your investments. We have no discretionary authority or control with respect to how your advisor manages your investment assets. We disclaim any responsibility or liability for any damages arising from your decision to engage the services of an advisor.
DFA Australia Limited is the holder of AFS Licence No.238093 issued by the Australian Securities and Investments Commission. A Product Disclosure Statement (PDS) for the Dimensional Wholesale Trusts, under which offers to invest in these trusts are made, is available from DFA Australia Limited as the issuer of the PDS or by download from our website. Investors should consider the current PDS in deciding whether to invest in the trusts, or to continue to hold their investments in the trusts.
Investing involves risks such as fluctuating value and possible loss of principal investment.
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.
Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
To find an advisor nearest you, select one of the options below and enter your postcode.*
