Rebecca North is a distinguished Principal with a robust background in both banking and conveyancing, bringing over 20 years of comprehensive experience to her current role. With a strong educational foundation, Rebecca holds a Bachelor of Management with a focus on eCommerce, a Diploma of Financial Planning, and an Advanced Diploma of Conveyancing. Her commitment to professional excellence is further evidenced by her standing as an associate member of CPA Australia. Rebecca's tenure at Atkins Conveyancing Services has seen her mastering the intricacies of conveyancing, ensuring seamless, on-time settlements and strict adherence to legislative requirements, including AML and KYC. Her skills extend to trust accounting, audit preparation, business accounting, and office management, showcasing a keen aptitude for system and process management. Her prior role as a Relationship Executive at Commonwealth Bank highlighted her ability to foster strong partnerships with small to medium enterprises, offering comprehensive banking services and aligning financial solutions with clients' strategic objectives. Her skills in building relationships and delivering insights were key to her success. Rebecca's extensive banking experience is further demonstrated by her tenure at ANZ, where she managed high net worth client portfolios, led support staff, and monitored compliance across various statutory obligations. Her ability to manage complex operations, spearhead continuous improvement strategies, and implement effective financial controls was crucial to her roles in both administration and client relations. She has also demonstrated leadership in managing deceased estates, board meetings, and advisory councils, ensuring clear communication and continuity in client and stakeholder engagements. Rebecca’s academic achievements and career history underscore her dedication to delivering exceptional service and operational excellence in every endeavour.
Finance, Operations & Registered Conveyancer
Atkins Conveyancing Services
Mar 2018 - Present • 8 years 8 months
Relationship Executive
Commonwealth Bank
Jan 2017 - Mar 2018 • 1 year 2 months
Operations and Business Improvement Manager
Commonwealth Bank
Jun 2011 - Dec 2016 • 5 years 6 months
Client Manager
ANZ Trustee
Mar 2010 - May 2011 • 1 year 2 months
Operations Manager/Business Manager
ANZ Private Bank
Jan 2004 - Dec 2008 • 4 years 11 months
Senior Assistant Private Banker
ANZ Private Bank
Jun 2003 - Jan 2004 • 7 months
Private Client Advisor
ANZ Private Bank
Apr 2001 - Jun 2003 • 2 years 2 months
Client Support Officer
ANZ Private Bank
Oct 1999 - Apr 2001 • 1 year 6 months
Business Direct Associate
ANZ Private Bank
Aug 1998 - Oct 1999 • 1 year 2 months
Lending Managers Assistant
Nov 1995 - Aug 1998 • 2 years 9 months
Advanced Diploma of Conveyancing
TAFE SA
2018 - 2020
Professional Level CPA
CPA Australia Program
2011 - 2013
CPA Foundation Level
CPA Australia Program
2010
Bachelor of Management
Deakin University
2006
Diploma of Financial Planning
Financial Planning Association of Australia
2000
Pedare Christian College
1993 - 1993
