Qualifications

• Bachelor of Business majoring in Economics and Finance
• New Zealand Certificate in Financial Services (Level 5)

Background

Second-generation Korean born and raised in the tranquil city of Christchurch. Jo’s academic journey led her to Dunedin, where she pursued and completed her Bachelor’s degree in Commerce.

With a solid finance foundation, Jo advanced to the bustling city of Auckland where she picked up a Level 5 Financial Services certification and now pursues a career as a dedicated paraplanner for Jocelyn.

Beyond her professional endeavors, Jo is an advocate for balanced living. She enjoys activities ranging from Pilates to high-intensity workouts. Additionally, she is an avid foodie enjoying everything from homestyle hamburgers and chips to a piping hot bowl of spicy noodle soup.