Meet Our People _
Jo Lee
Paraplanner
About Jo
Jo is a paraplanner who works closely with Jocelyn Weatherall and Richard Knight, supporting them and their clients with care and precision. Her journey began in Dunedin, where she completed a Bachelor of Commerce, majoring in Finance and Accounting, before further sharpening her expertise with a Level 5 Financial Services certification, ensuring her knowledge remains as dynamic as the industry she serves.
Outside of work, Jo embraces a lifestyle grounded in balance and simplicity. Whether it’s a long walk or run, a strength session, or a quiet moment with a good book, she values time spent recharging. More often than not, you’ll find her enjoying life’s small pleasures, like a buttery croissant in hand and nowhere in particular to be.
Qualifications
Bachelor of Commerce, majoring in Finance and Accounting
New Zealand Certificate in Financial Services (Level 5)
Why our people matter to you
If you're wondering whether we're the right fit, let's talk. You don’t need to know the right questions. You just need to start the conversation.