Tracey Ntsanwisi

Detail-oriented finance professional with strong foundation in financial analysis, reporting, and data interpretation, eager to launch a successful career in finance. Recognized for effective time management skills and dedication to fostering an exceptional work environment. Passionate about continuous learning and professional development to drive impactful contributions in the finance sector.

Financial Advisor Intern at Efficient Wealth (2025-02 – Present)

Financial Advisor Intern providing support in financial planning, investment analysis, and client engagement at Efficient Wealth.

• Assisted with financial planning and investment reviews, ensuring alignment with client goals and compliance standards.
• Supported the development of retirement and investment proposals, analyzing financial data to recommend suitable solutions.
• Expanded knowledge of diverse investment products by conducting research on stocks, bonds, mutual funds, ETFs, annuities, and insurance policies.
• Assisted with compiling monthly management reports, company with income tax calculations, and day-to-day bookkeeping
• Assisted with reconciling ledger accounts, investigating variances, and ensuring that all transfers are recorded accurately.
• Delivered presentations on financial products, accounting principles, and asset classes, demonstrating professional communication and client engagement skills.

BCom in Accounting – University of Free State (2023-04)