Service / Financial Advisors
The Dimensional Australian Resident Trusts are designed to meet the needs of sophisticated investors and our resources are devoted to improving these strategies wherever possible. Developing customised portfolio solutions involves taking the risk preferences, tax situations, and lifetime objectives of each individual investor into account. We believe this task is best left to an advisor who is directly familiar with his or her client's financial experience, risk tolerance and goals.

As a result, Dimensional does not generally offer the Dimensional Australian Resident Trusts directly to individuals. The relationship between Dimensional and the independent advisor is based on shared views about how capital markets work and how best to provide clients with a successful investment experience.

To help advisors build their business and manage their practice, Dimensional provides educational support and access to professional teams. We also assist advisors through webinars, conferences featuring some of the world's most distinguished financial economists, and an extensive private website of articles, research, and analytic tools.

DFA Australia has a team in place in Sydney to provide services to financial advisor clients worldwide. DFA Australia has a full team in place to provide services to advisors who are interested in working with us. The Financial Advisor Services team is led by Head of Business Development (FAS), Vanessa Bennett. The financial advisor client service team in Sydney works closely with Dimensional's global team, which allows us to keep fully abreast of current research and developments.
Sales and Client Service
David P. Butler, CFA
Head of Global
Financial Advisor Services


Samuel C. Adams
London

Javier Arriagada
Austin

Vanessa Bennett
Sydney

Rob Bessett, CFA
Austin

John T. Blood, CFA, CFP®
Austin

Scott A. Bosworth, CFA
Austin

Hunt Cairns
Austin

Marc Campbell
Santa Monica

Ryan Chaplinski
Austin

Matt Cobb
Austin

Ryan Cooper
Austin

Jeffrey D. Cornell
Santa Monica

Robert "Bo" Cornell
Austin

Jake DeKinder
Austin

Mark Dennis
Austin

Chris Edgar
Santa Monica

Joel Elder
Austin

 
Ed Foley
Austin

Mark R. Gochnour, CFA
Austin

Joel H. Hefner, CFA
Austin

Carolyn Holmes-Hannaford
Sydney

Christoph Kanzler
London

Sakari Jaaskelainen
London

Marc Jimenez, CFA
Austin

David Jones
London

Andrew Keiper, CFA, CFP®
Austin

Kahne Krause
Santa Monica

Nathan Krieger
Sydney

Stephen W. Kurad
Austin

Apollo D. Lupescu
Santa Monica

Peter Magnusson, CFA
Austin

Rose Manziano
Austin

Bryan McClune, CFA
Austin

Matt Miller, CFP®
Austin

 
Jack Nicholson
Santa Monica

Katie Nulty
Santa Monica

Brian Pinkston, CFA
Austin

Olivian Pitis, CFA
Santa Monica

David Rapozo
Austin

Cory Riedberger
Austin

Ashish Shrestha
Santa Monica

Bryce D. Skaff, CFA
Santa Monica

Matthew Snider
Austin

Bradley G. Steiman, CFA
Vancouver

David Swanwick
London

Joel Teasdel
London

Erik Totten, CFA
Austin

Jay Totten, CFA
Santa Monica

Paul Turner
Sydney

Ben Walker
Austin

Robert T. Young, CFA
Vancouver
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