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Jocelyn has been an adviser with Rutherford Rede Auckland since 1992.
Jocelyn holds the Authorised Financial Adviser designation, alongside the designation of Accredited Investment Fiduciary. She holds a Commerce and Arts degrees from Auckland University, and the National Certificate in Financial Services (Financial Advice).
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.
Core to Jocelyn's personal and business philosophy is that virtually all her compensation is received on a fee-only basis. This ensures Jocelyn offers financial advice that it is arms-length and unbiased. She receives commission only from KiwiSaver providers where drawing a client-paid fee is impracticable at present.