Inspire the lives we touch to embrace the adventure of living a joyful life with passion and purpose.
Casey founded TFP in 2015 after 14 years in financial services, driven by the belief that the provision of independent financial advice can be so much better. He’s passionate about creating opportunities, developing and empowering the next generation to drive TFP and the financial planning profession forward.
A Chartered Financial Planner and Fellow of the Personal Finance Society, Casey’s commitment to ongoing learning ensures clients receive the best possible advice. He specialises in helping couples plan for a fulfilling retirement – figuring out ‘How much is Enough’ and then helping them align their money with what is most important – ensuring they make the most of their time.
Outside of work, Casey is a proud Dad to Zachary, a tech genius, and Darcey, who’s destined for the stage. When he’s not reading , walking his Golden Retriever – Nova or in the gym, you’ll likely find him glued to a sports match.
Dan is on a mission to transform how we think about and plan for retirement.
As the founder of Humans vs Retirement and Director of TFP, Dan helps people navigate the messy middle between work and what’s next. He’s not your typical financial adviser. His approach blends behavioural science, life design, and tax-savvy income strategies to help people build a rich, fulfilling retirement, financially and emotionally.
A dynamic speaker, podcast host, and trusted guide to clients in one-to-one retirement planning conversations, Dan is known for challenging outdated retirement narratives and replacing them with honest, engaging, and often humorous insights. Whether he’s on stage, on the airwaves, or designing tools and frameworks for his clients, Dan helps people see retirement for what it really is: a complex human transition, not just a numbers game.
If you’re looking for a guide who knows how to balance spreadsheets with storytelling, and financial planning with emotional readiness, Dan is your guy.
Outside of work Dan is married to Diane and Dad to Gracie & Olivia. He is a single figure handicap golfer and when he is not talking all things retirement you will find him chasing the little white ball around a field
Liv has been in financial services since 2013 and joined TFP in 2015, where she plays a key role in ensuring everything runs smoothly behind the scenes.
As the Managing Director, Liv’s focus is on making sure both clients and the team have everything they need to thrive. Her mission? To inspire everyone she meets to live a joyful life filled with passion and purpose. She focuses on creating and protecting a safe and happy environment for the team and clients, by supporting a world-class experience for everyone who interacts with TFP, making sure every process is seamless, every interaction is engaging, and the team is empowered to do their best work.
Liv’s passion for people, efficiency, and high standards drives everything she does – helping TFP grow while ensuring the community feels valued and cared for.
Outside of work, Liv is a Mum to her daughter Grace (and son James), and is navigating the world of raising children from Gen Alpha and Beta, while perfecting her baking and attempting to learn how to garden, specifically to tackle wisteria and grow some veggies!
Connor joined the TFP team in August 2019, bringing a passion for financial planning and a commitment to helping clients live with confidence. Since joining, he’s earned his Diploma in Regulated Financial Planning, which has paved the way for his role as a Paraplanner.
As a Paraplanner, Connor plays a crucial role in supporting the financial planners who deliver life-centred financial planning. He specializes in conducting in-depth research on financial products, investment funds, and wrappers, ensuring that every recommendation is backed by thorough analysis and aligns with the unique needs of our clients.
Connor’s dedication to supporting clients’ financial journeys are at the heart of everything he does. He’s driven by the opportunity to make a tangible impact on clients’ lives by ensuring they have the right solutions in place to achieve their goals.
Outside of work, Connor loves jujitsu, constantly challenging himself to improve both physically and mentally.
Curtis joined TFP in August 2021 with nearly two years of financial services administration experience. With a “life-first” ethos to financial planning, Curtis is passionate about supporting the team and clients in achieving their goals and bringing their visions to life.
Often one of the first faces you’ll see or voices you’ll hear, Curtis plays a key role in ensuring the team has the tech stack and tools needed to work efficiently. His focus is on streamlining processes and making sure everything runs smoothly so the team can concentrate on what matters most—the client experience—without tech hiccups getting in the way.
Outside of work, Curtis loves a good quiz and is the reason Lauren has developed a newfound passion for fantasy football.
Lauren joined TFP in October 2022, having recently graduated university. She’s passionate about financial planning and enjoys playing a key role in supporting the team by conducting detailed research, preparing comprehensive reports, and ensuring that every financial recommendation is backed by solid analysis.
In her role, Lauren works closely with the financial planners to ensure that clients receive the most suitable financial solutions tailored to their needs. She thrives on delivering thorough, insightful support that helps clients achieve their financial goals with confidence and clarity.
Outside of work, Lauren enjoys spending time with her horse, taking long walks with her dog, and socializing over meals and pink gin with family and friends. She’s also recently discovered a love for DIY and is fully immersed in the world of fantasy football.
Hannah joined TFP in 2024 as a Client Experience Manager Apprentice, bringing a fresh perspective and a passion for supporting clients. She is dedicated to ensuring every client feels valued and heard, while assisting the team in creating a seamless, enriching experience for everyone who interacts with TFP.
With a strong focus on building lasting relationships and supporting the team in providing exceptional service, Hannah is eager to grow in her role and contribute to the positive impact we have on our clients’ lives.
Outside of work, Hannah enjoys spending time riding her horse, Milo, and competes in dressage regularly, always striving to improve and challenge herself.
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