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Jo Lee

Jo Lee

P +64 9 361 3670


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


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.

  • New Zealand Certificate in Financial Services (Level 5)
  • Bachelor of Commerce with a major in Financial Planning
  • National Diploma in Accounting
  • National Certificate in Bookkeeping
  • Higher Certificate in Financial Planning
  • First Level Regulatory Examination: Representative

Rutherford Rede
91 College Hill, Ponsonby
Auckland, 1011, New Zealand

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