Mark Davey

Mark Davey is an experienced financial professional currently serving as an Associate Financial Planner at Evelyn Partners, specializing in personalized financial planning. Previously, Mark held roles at Tilney Smith & Williamson as a Private Client Administrator Manager, where responsibilities included supervising administrators and enhancing operational processes. As a Private Client Administrator at Smith and Williamson, Mark managed a diverse portfolio of over 400 clients, handling onboarding and regulatory checks. Early experience includes positions as a Relationship Manager at Commonwealth Bank of Australia, where Mark supported migrants with foreign exchange needs, and as a Mobile Mortgage Manager at ANZ, focusing on business development. Mark holds a Bachelor of Management Studies in Marketing and Tourism from The University of Waikato.