Benchmark Financial Planning
Johanna Butler has extensive experience in client and sales support within the financial services sector, currently serving at Benchmark Financial Planning since February 2020, where responsibilities include administrative support to Chartered Financial Advisers, compliance documentation management, and client data updates. Prior to this role, Johanna worked at ALK Financial Planning cc from September 2006 to November 2019 as a Personal Assistant to a Life & Investment Adviser, handling new business processing and client liaison for high net worth individuals. Earlier experience includes providing personal assistance to an Independent Financial Adviser and functioning as a secretary at Liberty Life Insurance Company, with foundational education in Public Relations, Sales and Marketing, and hotel management from various institutions.
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Benchmark Financial Planning
You work hard for your money - and it should work hard for you. That's where we come in. We are a Chartered financial planning firm with 30 years' experience helping families and small business owners achieve more than they ever thought possible.