Getting to know Dan Cassidy

Dan Cassidy has been part of the 2mtrust team since 2019. He trained through The Openwork Partnership Academy (now known as The Openwork Partnership Business School) and qualified as a licensed Financial Adviser in 2021.

Dan has been happily helping his clients with their mortgages, protection and financial planning solutions and we’re glad to have him as part of our work family! But that’s enough shop-talk for now…

We’ve asked Dan some questions so you can get to know him a little better. Read on to find out more about Dan – you might even learn something new!

1. What did you do for a job before coming to work with 2mtrust?

I worked for a couple of churches doing various things - including helping with children and youth events, media production, student bible studies and a bit of music. I also did some surf instructing part-time.

2. What do you like to do outside of work?

Anything in the water! I particularly enjoy surfing and paddleboarding. On land my go-to sport is golf.

My perfect weekend would consist of a round of golf in the morning followed by a surf in the afternoon, then a walk up a hill or on a beach followed by a pub lunch, rounded off with watching the F1.

Dan Cassidy - 2mtrust Financial Adviser

3. What has been your favourite holiday so far?

In my opinion you can’t beat a ski holiday on the slopes! (I’m a snowboarder)

Although for our honeymoon we went to Corfu, Pisa and Florence which was awesome!

4. Do you speak any other languages?

Je parle un peu français y un poco de español

5. Do you have a favourite food?

A nice rare steak – big fan of the butchers block at Miller & Carter

6. What is your favourite film, tv show or book and why?

Clarkson’s Farm – the best series I’ve seen in the last few years and I’m eagerly awaiting season 3!

I’ve always been a fan of Jeremy Clarkson since growing up watching Top Gear on Sunday nights but it was really entertaining seeing him out of his comfort zone and humbled by how useless he is at farming – and having to rely on the help of Kaleb and others. But Gerald will always be the true star of the show…

7. What is your favourite season and why?

Summer for the golf, beer gardens and paddleboarding

Autumn for the surf!

8. Do you have a life/family motto?

Put God first and trust that everything else will fall into place
(with Matthew 6 verse 33 in mind)

9. What advice would you give your teenage self?

Take up golf NOW! It’s not lame and you could do with the practice…

10. What is (or what would be) your karaoke song?

I’ve never actually done karaoke before but I think once I got going you’d struggle to get the mic off me!

Me and my Dad do a passable rendition of The Sound of Silence by Simon & Garfunkel… If it was just me I might go for Everglow by Coldplay

So, did you learn something new about Dan Cassidy?

Not only is he a great Financial Adviser but we think he’s a great guy!

“Dan’s passion for surfing is matched by his passion for holistic financial planning. He works with integrity and always puts the client at the centre – he is a real asset to 2mtrust” – Mark Townson, Practice Principal

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YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP WITH REPAYMENTS ON YOUR MORTGAGE

THE VALUE OF INVESTMENTS AND ANY INCOME FROM THEM CAN FALL AS WELL AS RISE AND YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED

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Originally approved by The Openwork Partnership on 04/10/2023
Reapproved by The Openwork Partnership on 09/01/2024