Our ten trustees, who form the Board that governs Community Trust South, are appointed by the Minister of Finance for four-year terms.
Trustees are from throughout our area and include a mix of community, investment, legal and financial expertise to assist us in achieving high governance standards and to ensure effective stewardship of the significant community resource they are responsible for.
The role of our Board is to set our strategy and policies, and to make decisions on all funding requests.
The Board has a code of conduct that reflects good governance standards and all trustees commit to declaring generosity, acting ethically and professionally, and to properly manage conflicts of interest.
There are three sub committees of the Board:
The day to day running of our organisation is delegated to our General Manager who, along with staff, is responsible for delivering on our strategy.
Penny was appointed in 2012 as a trustee and chair in June 2019. As Southern Institute of Technology(SIT) chief executive for 22 years, Penny has also held positions on the board of Hockey Southland including past chair, past president of Hockey New Zealand and has had significant involvement with the Southland Regional Development Strategy and governance experience across a range of community organisations.
In 2015 Penny was named a Companion of the New Zealand Order of Merit. Penny lives in Mabel Bush.
Lindsay has been a trustee since 2013, became our deputy chair in 2014 and is also chair of our Investment Committee. A fourth generation sheep and beef farmer from Wendonside in Northern Southland, Lindsay is the co-ordinator for the Southland Rural Support Trust and is involved in a range of voluntary boards, including chairing the Gore High School Foundation and being a member of the Riversdale and Districts Progress League. Lindsay has a 30-year association with Toastmasters at a national level.
Trish was appointed in 2013 and was the Trust's Chair from November 2014 to November 2016. Trish lives in Invercargill and is a senior Education Adviser with the Ministry of Education and has previously worked in mentoring and assessment of performance management for teachers and principals. She has also been a teacher and principal in schools in Southland. As a Rotarian, Trish has held a range of leadership roles including Club President, District Governor, and national and international trainer, and is currently Chair of Rotary charitable trust - The Rotary Foundation for District 9980.
Richard lives in Te Anau and was appointed 2012. Richard was the Manager of The Village Inn Hotel in Te Anau and was on the Board of the Mainstay Hotels. Richard is actively involved in the Fiordland Health Trust and Fiordland Rotary, receiving Rotary’s Paul Harris Fellowship in 2014, and was Fiordland’s representative on the former Takitimu PHO. Richard's dedication to his community is evident through his involvement in numerous projects and activities, raising significant funds for the Te Anau community and wider Fiordland area.
Mata is of Ngāpuhi, Ngāti Hine, Ngāti Wai and Ngāi Pakeha decent and was born and raised in Invercargill, and after time away, returned to live in Bluff. She was appointed as a Trustee in 2015 and holds degrees from Waikato University in Social Sciences, and in Law. She has held leadership and governance roles in the health, social and education sectors, and currently runs her own business and enjoys serving iwi Māori as well as her wider community in matters that contribute to improving its wellbeing.
John was appointed in 2017 and, while originally from Gore, he now lives in Riverton. John had a long involvement with the Mataura Licensing Trust, spanning over 39 years of which he was the General Manager for 29 years.
Michael, who lives in Invercargill, was appointed in 2018. A solicitor for Oranga Tamariki - Ministry for Children, Michael is also a Disputes Tribunal Referee. Admitted as a Barrister and Solicitor in 1992, Michael has also practiced in commercial and regulatory law in Auckland and Wellington, as well as holding corporate governance roles.
Stephen (MNZM, MIOD) is a Business and Strategic Projects Group Manager. He has managed the successful completion of large projects such as Southland’s Regional Energy Strategy, Whole Community Broadband Network as well as major civil and mechanical engineering projects including satellite and space ground stations and terrestrial television.
Stephen has been Chairman of the National Broadband Forum, Chairman of Junior Worlds 2012 Limited and President of Cycling New Zealand Road and Track. He has presented at the Asia-Pacific Economic Cooperation (APEC) events and at numerous international conferences.
Bill Moran (MNZM) is a former Deputy Secretary at the Treasury and has extensive governance experience, starting 16 years ago as co-founder and chair of Play It Strange through to today where he is Chair of both Sport NZ and High-Performance Sport NZ, Chair of Turn Up the Music Trust, Deputy Chair of Otago Polytechnic, a director of Pioneer Energy and a trustee of Youthtown amongst other roles.
David was appointed in 2019 and lives in Invercargill. He is an Authorised Financial Advisor and an Investment Advisor at Craigs Investment Partners. David has an NZX Diploma and holds a Bachelor of Arts from Otago University. He has a commercial background, having worked for over 35 years in the financial services sector, starting out in the Trustee Industry and latterly in the investment sector. David is a member of Invercargill North Rotary Club, as well as past President. He is former Chairman of rural group Livestrands.
Expressions of Interest for our current Trustee positions has now closed
The Minister of Finance has responsibility for appointing Trustees, all expressions of interest remain confidential to the Trust and will be sent to the Minister of Finance for consideration.
Bringing a range of management experience in the grantmaking and tertiary education sectors, Jackie joined the Trust in early 2018. Jackie’s commitment to fostering relationships and partnerships with other funders and the community ensures the Trust is well positioned and continues to build on its solid foundations established over the past 30 years. Her pragmatic and level-headed approach enables her to empower staff and effectively support the trustees to carry out their mandate.
With nearly 20 years working alongside the people of the South, Dianne brings an empathic and sound understanding of all things community. Her knowledge of working with your organisation is a vital link in sharing your passion and advocating for your services and projects with trustees. Dianne’s strength is getting to the heart of a project and working alongside groups to achieve their goals.
With a wealth of experience in financial services, administrative systems and support, Michelle brings a positive and friendly approach to supporting community groups and individuals ensuring your grant or scholarship application is in very safe hands. Her part-time role supports our Grants Manager in the day-to-day administration of funding activities.
Ngaire’s down-to-earth approach, combined with a diverse range of skills and responsibilities, ensures she's the glue that holds our office together. With over ten years’ experience at the Trust, Ngaire knows the organisation inside and out and is your first point of contact.
With over 20 years’ experience as a chartered accountant in the private and community sectors, Jen brings a wealth of knowledge and expertise to her role. When it comes to numbers, Jen thrives on detail and can bring numbers to life, ensuring our investments and operations are managed based on best practice.
With a Bachelor of Physical Education and Postgrad in Rehabilitation, Robyn brings a wide range of skills and experiences to her role of over 10 years. Having her finger on the pulse and knowing what’s happening in our community and the wider grantmaking sector ensures our strategy and grantmaking decisions are well informed.
Marketing & Communications Advisor
With a sales and marketing background, Justine brings years of experience to communicating the amazing work and achievements of people and community groups supported by the Trust. She also keeps everyone informed about funding opportunities and what’s new at Community Trust South.