Our People / Contacts
Our Auckland People
Jocelyn Weatherall
Jocelyn has been an adviser with Rutherford Rede Auckland since 1992.
Jocelyn's particular area of expertise and interest is in consultation with respect to future financial strategy, review of existing portfolio structures and a special interest and expertise in Trust work.
She assists with the ongoing management of private client’s investment affairs and with the planning and investment matters arising from inheritances, business and property sales and relationship issues.
At the philosophical level, and at the heart of her practice and personal values, is the desire to place the best interests of her clients at the forefront, seeking excellence in the advice and the service offered.
Jocelyn holds Commerce and Arts degrees from Auckland University. Prior to her joining Rutherford Rede in 1992 she worked in Private and Investment Banking positions with a number of International and Domestic organisations in advisory, research and service-development roles with both private and charitable clients and in the area of overall asset management.
Jocelyn was a founding committee member of the Association of Investment Advisers and Financial Planners (IAFP) in 1985, and an inaugural Board member of the Association. Jocelyn presently sits on the board and acts in an Advisory Board capacity for two New Zealand ‘not for profit’ organisations.
Aside from her business life Jocelyn is married with three young adult children and holds an interest in design, gardening, enjoys the daily routine of walking the family dog and time spent at their family beach house at Matakana, North of Auckland.
