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  • Accredited Investment Fiduciary (AIF®)
  • BCom & BA from Auckland University
  • National Certificate in Financial Services (Financial
    Advice, Level 5)
  • Member: Financial Advice New Zealand
  • Member: Responsible Investment Association
    Australasia
  • Member: Institute of Directors
  • Chair: Rutherford Rede Limited
  • Chair: Dementia New Zealand

Jocelyn Weatherall
DIRECTOR, ADVISER

+64 9 361 3670

+64 27 224 1748

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 as well as being certified under the standards of the Centre for Fiduciary Excellence.

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.

  • Accredited Investment Fiduciary (AIF)
  • BCom & BA from Auckland University
  • National Certificate in Financial Services (Financial Advice, level 5)
  • Member: Financial Advice New Zealand
  • Member: Responsible Investment Association Australasia
  • Member: Institute of Directors
  • Chair: Rutherford Rede Limited
  • Chair: Dementia New Zealand
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Rutherford Rede
91 College Hill, Ponsonby
Auckland, 1011, New Zealand

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