NSW Social Impact Investment Expert Advisory Group
This group of experts advises the NSW Government on growing the social impact investment market in NSW and works to raise awareness of social impact investment. The group’s chair is Trevor Danos AM FTSE. Members have skills and expertise in impact investing, philanthropy, law, public administration, innovation, service delivery and social sector management.
Trevor Danos AM FTSE
Trevor has practised commercial law for over 35 years. Trevor is chair of Northern Sydney Local Health District and sits on the boards of Endeavour Energy, Summer Housing and the privatised NSW Land Registry Office. He is a member of the NSW Community Housing Industry Council and the Australia-New Zealand SKA Coordination Committee for the Square Kilometre Array telescope. He chairs the Dean of Science’s Advisory Council at UNSW where he is an Adjunct Professor. Trevor was integral to establishing the Expert Advice Exchange.
Jack has been a leader in the charitable sector for over two decades. He brings to Philanthropy Australia a deep-seated belief in the ability of philanthropy to change lives. He sees philanthropy as a driving force for good in a time of diminished trust in institutions and huge societal challenges. He advocates for a philanthropy that is big-hearted, clear-headed and joyful. After graduating from the University of Melbourne in Honours Arts and Law, he served in Government as a diplomat, speechwriter and senior adviser to Federal Ministers including Prime Minister Paul Keating. Then, following the suicide of his young cousin, Jack led the establishment of the ReachOut youth mental health organisations in Australia, Ireland and the USA before serving as CEO at SANE Australia for over eight years. He has sat on a number of advisory boards and committees and received awards for his contributions in mental health, including a Centenary Medal.
Joanna is the CEO of the NSW Council of Social Service, the peak body for the community sector in NSW. Joanna joined the non government sector in 2013, first as Director of Operations at Relationships Australia NSW and then as General Manager, NDIS Transition at mental health organisation Flourish Australia before taking on the role at NCOSS in 2018.
Prior to the NGO sector, Joanna had an extensive career in the public sector spanning social policy and research, regulatory reform, infrastructure planning and delivery, and operations.
She held senior roles at watchdog agencies ICAC and the Community Services Commission leading inquiries, exposing systemic issues and improving transparency and outcomes.
Her ten years as a senior executive in the transport portfolio included over three years as Deputy Director General for Policy, Planning and Reform and a lead role in overhauling the metropolitan and regional bus service systems, reforming taxi regulation to improve customer outcomes and devising a more equitable, streamlined cross modal fares structure leading up to electronic ticketing.
Her focus at NCOSS is on developing the evidence base to contribute to sound and equitable public policy; raising awareness of the extent of poverty and disadvantage in NSW, the experience of vulnerable groups and the interventions that will make a difference; and ensuring a strong, valued community sector that is well placed to provide frontline support and collaborate with Government for a fairer, more equitable NSW.
Patrick McClure AO
Patrick McClure has worked in leadership roles in the social purpose sector over many years. He was CEO of Mission Australia. During his tenure the company was transformed from a state-based entity to a highly successful international social purpose organisation with revenue of $300 million and 3,000 staff providing employment, training, housing, youth and family services. He was also CEO of the Society of St Vincent de Paul (NSW/ACT) and CEO of The Retirement Villages Group in Macquarie Capital.
He is Chair of Oak Tree Retirement Village Group, Director of the Institute of Strategic Management, Selector for the NSW Churchill Trust and Adjunct Professor of ACU. He chaired the Australian Government’s Reference Group on Welfare Reform and the Review Panel of the Australian Charities and Not for Profit Commission. He was a Member of the Prime Minister’s Community-Business Partnership, Board member of the KIncare Group, Commissioner of the Australian Fair Pay Commission, Member of the Board for a New Tax System and Deputy Chair of the Welfare to Work Forum.
Patrick is an Officer of the Order of Australia (AO) and was awarded an Australian Centennial Medal. He is an AFR – BOSS True Leader, winner of the Equity Trustee’s EQT CEO Awards for ‘Lifetime Achievement’, recipient of the Distinguished Alumni Award (Murdoch University) and a Churchill Fellow. He is a Graduate of the Australian Institute of Company Directors.
Phil Gardner is Deputy Secretary, Commercial, Commissioning and Procurement Group having joined Treasury as Executive Director, Commercial Transactions in October 2015. He was appointed to the Deputy Secretary position in May 2017, leading the Group which comprises of the Transactions, Commercial Assets, Infrastructure and Structured Finance, NSW Procurement and Commissioning NSW units.
The Commercial, Commissioning & Procurement Group provides advice and execution capability that enables the NSW Government to deliver critical services and infrastructure. The Commissioning unit supports design and implementation of service delivery reforms in NSW and includes the Office of Social Impact Investment (OSII).
Phil is chair of the NSW Social Impact Investment Steering Committee, NSW Government’s Asset and Liabilities Committee (ALCO) and the NSW Procurement Board.
Phil has over 28 years’ experience working in capital markets, funds management and superannuation with Macquarie Bank in Sydney, Goldman Sachs in London, Singapore and Sydney, and Sunsuper as a member of their Investment Committee, and has degrees in Law and Economics from the University of Tasmania.
Richard Brandweiner is Chief Executive Officer, Pendal Australia and is a member of the Pendal Group Global Executive Committee. Richard has 25 years’ experience in investment management. Before joining Pendal, Richard was a Chief Investment Officer at First State Super, one of Australia’s largest pension funds. Prior to that, Richard was Group Executive at Perpetual Investments.
Richard is a CFA Charterholder and holds a Bachelor of Economics from the University of New South Wales. Richard is Chair of Impact Investing Australia, part of the Global Steering Group for Impact Investing and is a former President of the CFA Society (Sydney).
Stephen Fitzgerald AO
Stephen is Managing Partner of Affirmative Investment Management and he serves on the boards of QBE Insurance Group, Lombard Odier Asset Management, the Great Barrier Reef Foundation and the British Museum Investment Sub-Committee. Stephen has also has been a Member of the Champions of Change Coalition (formerly Male Champion of Change), since its inception in April 2010.
Stephen was an appointed member of the Board of Guardians of the Future Fund (Australia’s Sovereign Wealth Fund) and served for a period of five years until April 2016.
Previously, Stephen was Chairman of Goldman Sachs, Australia and New Zealand. He joined Goldman Sachs in 1992, as Chief Investment Officer for International Fixed Income and Currency within GSAM and has since been based in London, Tokyo, Hong Kong and Sydney and served on the firm’s Partnership Committee, European Management Committee and Asia Pacific Management Committee.
Stephen was made an Officer in the Order of Australia (AO) for services to Investment Management and the Environment on Australia Day 2019.