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Our Trustees - Ngā Kaitarahiti

Our nine 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.

To give effect to the Treaty principle of partnership the Trust is committed to recommending a Mana Whenua endorsed presence on the Board.  Along with the usual roles of a Trustee the role of a Mana Whenua Endorsed Trustee includes connecting the Trust with Iwi, providing a Māori perspective into Trust decision making; encouraging consideration of issues surrounding Manawhenua and Iwi Māori; facilitating advice and guidance to the Trust in undertaking its operations in a manner that values and respects kawa (protocols) and tikanga (customs).

There are four sub committees of the Board:

  • Investment
  • Audit, Finance and Risk Management
  • General Manager Assessment 
  • Te Whai Hua

The day to day running of our organisation is delegated to our Chief Executive Officer who, along with staff, is responsible for delivering on our strategy.

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Kirsty Pickett

Heamana - Chair

Ko Takitimu te maunga         
Ko Skippers te whenua e hono nei ki taku whanau
Ko Te Anau te roto e tata ana ki taku ngākau
Ko Devon ko Turakina te waka
Ko Scotland tōku iwi
Nō Te Anau ahau
Ko Kirsty Pickett taku ingoa  

Appointed to the Trust in 2020, Kirsty is a company director and award-winning journalist, based in Te Anau.  Having spent 15 years as a journalist for The Southland Times, Kirsty went on to become the first female editor of the Wanganui Chronicle in 2006.  Returning to Te Anau in 2008 Kirsty co-founded the Advocate South newspaper, created Southland’s first escape room business, Fiordland Escapes, and developed the Southland App – a digital news and information portal for Southland. A teacher and judge of highland dancing, Kirsty is also active in Scottish cultural circles, including the Te Anau Tartan Festival.

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Stephen Canny

Heamana Tuarua - Deputy Chair

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.

Aimee Kaio Oct 2022

Aimee Kaio

Trustee

Ko Motupohue te mauka
Ko Te Ara a Kewa te moana
Ko Tarere ki whenua uta te whenua
Ko Tahu Potiki te tangata
Ko Te Rau Aroha te marae
Ko Kai Tahu, Kati Mamoe me Waitaha oku iwi.
He uri ahau no Te Arawa me Nga Puhi hoki.
Ko Aimee Kaio toku ingoa. 

Aimee is a born and bred Southlander, and she lives in Bluff with her husband, children and their first mokopuna. Aimee is part of the Ngāi Tahu Regional Investment Team, working with Papatipu Runaka of Ngāi Tahu to support their investment and intergenerational wealth aspirations.  Aimee’s career has predominantly been in hapū, iwi and regional development. 

Aimee is an active member of Awarua Rūnaka and of Murihiku Regeneration and holds a number of Governance roles, Kahui Māori for Deep South Challenge and the Antarctic Science Platform, a Board member of EAT NZ, Board member of COIN South and Co-Chair of Southland Just Transition. Aimee has a passion for social impact, climate action and entrepreneurship, where she mentors rangatahi and startups in these spaces. Aimee is a DBA candidate for 2023, with a focus on Iwi-led regional economic development.

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David Goble

Trustee

Ko Kawarau te māunga
Ko Te Whaka-ata te roto
Nō Waihōpai ahau
Ko Ingarangi, ko Airihi ōku iwi
Ko Waihōpai  tōku kainga noho
Ko David Goble tōku ingoa

David was appointed as Trustee in 2019 and is also chair of our Investment Committee. He is a 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.

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Leanne Samuel

Trustee

Ko Maungatua toku maunga
Ko Taieri toku awa
Ko Pakeha, Kuki Airani toku iwi
Ko Murihiku tohu papa kainga
Ko Leanne Samuel toku ingoa

Leanne is the Southland area manager for IHC/IDEA services and has held executive clinical leadership/management roles in District Health boards and more recently in the intellectual disability sector. Qualifications include Nursing, Midwifery and a Masters degree in Health Service Management. Leanne is also qualified in Civil Defence Emergency management.  Born and raised in Otago and Southland, Leanne was as a previous member of the Trusts’ Murihiku health scholarship committee.  Leanne’s whanau is a mix of NZ European and Cook Island Maori descent and Leanne serves as a board member on a rural health services provider trust and with local Maori and Pacific organisation. 

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Leon Hartnett

Trustee

Ko Maungawhau te māunga
Ko Liffey te awa      
No Dublin ahau
Ko Airihi, ōku iwi
Ko Waihopai toku kainga noho
Ko Leon Hartnett tōku ingoa

Born and raised in Dublin, Ireland. Leon has professional qualifications in accountancy and tax law and worked as an accountant for 20 years. Leon was the Charter President of the Rotary club of Invercargill NRG, founding director of Greenlight Innovations and director of Helping Hands Southland. He also works for IHC New Zealand.

Leon, his wife and three children have lived in Invercargill since 2011 and are heavily invested in the community. Leon is committed to the wellbeing of the community especially as regards those who are disadvantaged.                

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Louise Fowler

Mana Whenua Endorsed Trustee

Ko Hananui te mauka
Te Ara o Kewa te moana
Ko Takatimu te waka
Ko Uruao te waka tipuna
Katimamoe, Kaitahu, Waitaha nga iwi
E te taha o taku papa
Rakiamoa me Ngai Tuahuriri ona hapu
Ko Walter Momo Fowler ia
E te taha o taku mama
Ruahikihiki me Irakehu ona hapu
Ko Majorie Goodwillie ia
Ko Louise Fowler taku ingoa

Appointed to the Trust in 2020, Louise has recently retired from Presbyterian Support Southland where she was a Cultural Advisor, Team Leader and Social Worker since 2002.  Louise has a long involvement with local iwi in governance roles; current Trustee of Awarua Rununga, Chair of Awarua Whanau Services, Chair of Te Rourou Whakatipuranga EEC, Director of Awarua Tio Company and an Awarua Whakapapa group member.

 

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Melanie Montgomery

Trustee

Ko Takitimu te māunga
Ko Te Anau to awa
Nō Murihiku ahau
Ko Dickson toku whanau
Ko Montgomery toku whanau inaianei
Ko Mel Montgomery toku ingoa

Mel lives in Central Southland and is the financial controller at ILT Stadium Southland.  Mel is also the manager of the Southland Indoor Leisure Centre Charitable Trust, owns a rural contracting business alongside her husband, is the chair of a local rural primary school, and was a director of Invercargill City Forest for four years.  Mel has a strong connection to the rural community and has been involved in a number of community organisations in varying capacities over her career.

Becoming a Trustee

Trustees of Community Trust South are responsible for an investment fund of $243 million (as at 31 March 2023) and distributing income generated, to benefit the communities of Southland, Wakatipu Basin and parts of West Otago.

The Minister of Finance has responsibility for appointing Trustees and invites Community Trust South to put forward nominations of suitable people to be considered for appointment as a Trustee. As well as seeking nominations from the Trust, the Minister can also receive nominations directly from any other interested people. To assist the Minister to identify suitable people for consideration, expressions of interest on a confidential basis are welcomed from people in the Community Trust South rohe (area). 

Click here for information about becoming a Trustee and Expression of Interest Information Pack

Click here for information about exclusions to becoming a Trustee

The Minister takes into consideration several factors when making appointments including the skills and attributes required.  Collectively Trustees must have the skills to manage the Trust, in particular:

  • Sufficient diversity among Trustees (for example, in relation to background, skillset, ethnicity, demographics, and gender) in order to ensure that the communities in the Community Trust South area and their needs are properly represented;
  • Sufficient Trustees who whakapapa Maori;
  • Sufficient Trustees who have the skills required to manage the Trust Fund's investments (including compliance with financial and legal requirements);
  • Trustees who collectively have skills in governance, community experience and the social sector; and
  • Sufficient institutional knowledge of the Trust's affairs retained amongst the Trustees to enable smooth operation of the Trust. 

Expressions of Interest for our Trustee positions are now closed for 2024.

External Committee Members

In line with best practice and the need for continuity, the Trust can appoint External Committee Members (ECM) to a Trust committee to support the Board in discharging its responsibilities.

The term of an ECM’s appointment will be decided by the Board taking into account the requirements of the committee, upcoming Trustee appointment rounds, the expected duration of the committee and the need for continuity on the committee. A person cannot be an ECM on more than one committee at one time.

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Kathryn Ball

Audit, Finance & Risk Committee

Kathryn, a chartered accountant with more than 30 years’ experience in public practice, is currently a self-employed consultant, principally to McIntyre Dick.  Kathryn was a partner/principal in McIntyre Dick and Partners for many years, and prior to that a partner in PricewaterhouseCoopers and Coopers and Lybrand.

A director of SBS Bank since 2006, and deputy chair since 2016, Kathryn chairs the bank’s Audit & Risk Committee.  She is a director of Invercargill Central Ltd, and was previously a director of Stadium Southland Ltd and a councillor of Southern Institute of Technology (SIT), chairing the Audit & Finance Committee and serving a period as deputy chair.

Kathryn is the Chair of our Audit, Finance and Risk Committee, is a fellow of Chartered Accountants Australia and New Zealand, and a Chartered Fellow of the Institute of Directors.

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Andrew Johnson

Investment Committee

Andrew is an investment professional currently focussing on governance roles. He has more than 25 years’ investment experience, including nearly 9 years as a consultant advising institutional clients.

Andrew is an investment committee member for two other organisations (including a Community Trust) and a board member of three restricted workplace savings schemes. He also provides ongoing advisory services to a retail managed fund provider, and undertakes ad hoc advisory projects from time to time.

Staff - Kaimahi

Jackie Flutey Oct 2022

Jackie Flutey

Chief Executive Officer

Ko Tititea te māunga
Ko Wanaka te roto
Nō Otautahi ahau
Ko Liz rāua ko Ron Carson ōku mātua
No Wanaka rāua
Ko Ray Flutey toku hoa tane
Nō Akaroa ia
Ko Kai Tahu tana iwi
Ko Abby tāku tamahine
Ko Joseph tāku tama
Ko Waihopai toku kainga noho
Ko Jackie Flutey toku ingoa

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.

Email: jackie@communitytrustsouth.nz

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Dianne Williams

Grants Manager

Ko Takitimu toku māunga
Ko Aparima toku awa
Ko Nightcaps te whenua, e hono nei ki
taku whanau
Ko Kotirani, ko Airihi tōku iwi
Ko Waihopai toku kainga noho
Ko Dianne Williams tōku ingoa

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.

Email: dianne@communitytrustsouth.nz

Michelle Baron Website 2021

Michelle Baron

Funding Advisor

Ko Motupohue te māuka
Ko Te Ara a Kiwa te moana
Ko Takitimu te waka
Nō Te Moutere a Ruapuke ahau
Ko Te Rau Aroha tōku marae
Ko Tuhawaiki Te Rangitira
Ko Kai Tahu, ko Katirani oku iwi
Ko Kati Mamoe, ko Waitaha ōku hapu
Ko Waihopai toku kainga noho
Ko Michelle Baron toku ingoa

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.

Email: michelle.baron@communitytrustsouth.nz

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Jennifer Hay

Accountant

Ko Takitimu te māunga
Ko Waiau te awa
Ko Wakatipu te roto
Ko Kotirani, Ko Airihi, Ko Werehi oku iwi
Ko Jennifer Hay toku ingoa

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.

Email: jennifer@communitytrustsouth.nz

Ngaire Hamilton Website 2021

Ngaire Hamilton

Office Manager

Ko Takitimu te māunga
Ko Waimatuku te awa
Ko Napaeleon Toru te waka
Ko Drummond te whenua, e hono nei, ki
taku whanau
Ko Kotirani toku iwi
Nō Otatara ahau
Ko Ngaire Hamilton toku ingoa

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.

Email: ngaire@communitytrustsouth.nz

Courtney Walker

Courtney Walker

Marketing and Communications Advisor

Tēnā koutou katoa e te whānau
I te taha o taku Pāpa he urī ahau nō āirini
I te taha o taku Māmā he urī ahau nō Te Whenua Ahitereiria
Engari, I whānau mai ahau i waihopi
I tipu ake i Murihiku
Ko Takitimu te maunga
Ko Oreti te Awa
Ko Courtney Walker taku ingoa
Tēnā koutou, tēnā koutou, tēnā tatou katoa

A born and bred Southlander with over ten years experience in the Marketing, Communications and Media industries in both Aotearoa NZ and abroad, Courtney brings a fresh approach to Community Trust South. Courtney has a creative mind with a brand management focus and thrives working on new projects. Courtney has a passion for community and is involved in supporting other local community organisations in her spare time. 

Email: courtney.walker@communitytrustsouth.nz 

Vacancies

Stategy, Policy & Insights Manager

Applications for this vacancy have now closed.

Reports to: Chief Executive Officer
Location: Invercargill
Scope: Full time 40 hours per week

Are you ready to take the next step in your career?

We have a unique and exciting opportunity for a Strategy, Policy & Insights Manager to join our small team.

Position Purpose

The purpose of the role is to:

  • Provide or develop insights which assist the Trust to better understand communities (of place and interest) and strategic drivers of the Trust’s rohe (region), in order that the Trust’s  operations closely match the needs and aspirations of communities and key stakeholders;
  • Help shape the development, implementation and monitoring of the Trust’s strategic direction;
  • Establish and maintain effective, positive and quality working relationships internally and externally with key stakeholders.
  • Ensure the Trust has relevant, up to date and documented policy;
  • Support the Trust to develop and advance its climate change commitment;
  • Assist the Trust to better understand the impact of its grantmaking through monitoring, evaluation and learning insights;
  • Undertake system administration for the Trust’s grant management system.

 

 

 Knowledge, Skills & Experience

  • Affinity with Community Trust South’s values and Strategic Vision
  • Commitment to and skill in working in ways which honour the principles of Te Tiriti o Waitangi
  • Understanding and knowledge of tikanga Māori
  • Experience in building relationships at all levels with a wide range of stakeholders
  • Understanding of the charitable sector, community issues and the not-for-profit environment
  • Experience working collaboratively in a team with excellent interpersonal skills
  • Experience in working with a diverse range of community groups
  • Excellent oral and written communications skills
  • A tertiary qualification is desirable, but not essential
  • Work experience in relevant roles
  • Demonstrated ability to think strategically
  • Excellent analytical and research/insights skills
  • Strong organisational skills with ability to plan, prioritise and manage competing deadlines
  • Advanced IT skills with experience in database management and proficiency in using MS Office tools and in particular Excel
  • A clean full drivers’ licence

We provide a positive working environment, flexibility and the opportunity to be part of an organisation that makes a real difference for people in the South.

If this sounds like you please click here for the full position description or to apply for this position please click here

If you have any queries regarding this vacancy please email our CEO Jackie Flutey at jackie@communitytrustsouth.nz