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Jocelyn Weatherall

Financial Adviser

|

Certified

Jocelyn Weatherall

Financial Adviser

|

Certified

Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Jocelyn is the Chair of Rutherford Rede Limited. She studied Commerce and Arts at Auckland University before spending eight years in corporate research and advisory positions. A founding committee member of the Association of Investment Advisers and Financial Planners (IAFP) in 1985 and an Inaugural Board Member of the Association, Jocelyn have been long-established in the advisory industry. 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.

Address

91 College Hill Freemans Bay Auckland New Zealand, Auckland, , NZ, 1011

Phone

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Organisation

  • Rutherford Rede

Company number

Services offered

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Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.