Meet Our People _
Jocelyn Weatherall
Financial Adviser & Director
Qualifications
Accredited Investment Fiduciary (AIFA®)
BCom & BA from Auckland University
National Certificate in Financial Services (Financial Advice, Level 5)
Member
↗︎ Financial Advice New Zealand
↗︎ Responsible Investment Association Australasia
Chair
↗︎ Rutherford Rede Limited
About Jocelyn
Jocelyn is the Chair and a Director of Rutherford Rede Limited. She studied Commerce and Arts at Auckland University before spending eight years in corporate research and thereafter in advisory positions. In 2011 Jocelyn became one of the first Authorised Financial Advisers to complete the National Certificate of Financial Services. She is an Accredited Investment Fiduciary (AIFA®) this designation is awarded by Fi360.
Jocelyn joined the first independent Financial Planning and Advisory Firm in New Zealand and began her career in the provision of independent Financial Planning. Soon to follow was Jocelyn’s family, twin girls, and a son, three children in 15 months arrived in the Weatherall household, a challenge she says has not yet been surpassed by any other life events!
She enjoys spending time at Matakana where the family has a Bach, walking and tramping to maintain fitness, and holds an interest in art and design. She is involved in the community through her involvement as Chair of Dementia New Zealand.
Jocelyn holds expertise in assisting clients who are wishing to establish, with confidence, a secure financial pathway through the preparation of a financial plan and investment programme. She specialises in assisting Trusts and those holding Powers of Attorney in establishing investment policies and responsible investment frameworks to meet their duties and needs.
What clients say about Jocelyn _
“25 years ago, my wife and I were debt free and on the recommendation of our accountant met Jocelyn Weatherall of Rutherford Rede to discuss possible investments. We were both impressed with the advice given and started building a portfolio tailormade by Jocelyn to our needs at the time. Over the years, this was adjusted accordingly. We always look forward to our regular meetings with Jocelyn who keeps us on the straight and narrow. We recommend anyone to have a conversation with Rutherford Rede.”
— Business Owner, now retired client of 30 years
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.