About KeyInvest

APRA Regulated Life Company, Friendly Society, Mutual.

Established in 1878, KeyInvest, formerly known as IOOFSA has a long and proud history of serving our members and the community.

Our History

We have diverse business experience in a range of markets, having operated as a credit union, retirement village developer and operator, and mortgage broker, but funds management has always been at our core. We’re not good because we’re old, we’re old because we’re good. We’ve been built on strong foundations of values, governance, community and commercial strategy.

Experience is in our DNA.

Our Purpose

Supporting the unique financial needs of our customers. Trusted since 1878.

Our Vision

To be Australia’s leading speciality financial services provider.

Our Values

Trust We do what we say we’re going to do.

Results We focus on delivering sustainable results.

Innovation We strive towards best in class experiences.

Care We have a personal touch and a deep care for our members, partners and for each other.

1878
  • The Independent Order of Odd Fellows governed by the Grand Lodge of SA (IOOFSA) commences.
  • Begin providing Sickness and Funeral Funds.
1980’s
  • Launched 10-year tax free bonds, including the Managed Investment Bond (now the KeyInvest Life Events Bond).
  • Entered Retirement Village business, selling the first unit at McLaren Vale lodge.
1990’s
  • Commenced first Funeral Bonds, including IOOFSA Funeral Bond (now the KeyInvest Funeral Bond).
  • Opened IOOFSA Credit Union.
  • IOOFSA became a company under Corporations Law and regulated by Australian Prudential Regulatory Association (APRA) under the Life Insurance Act 1995.
2000’s
  • IOOFSA changes name to KeyInvest Limited.
  • Acquired Money Advisers who joined with Key HomeLoan services to become KeyInvest Lending Services.
  • IOOFSA Credit Union transferred to Community CPS (now Beyond Bank).
2010’s
  • Established the KeyInvest Foundation.
  • Life Events Bond expands to 27 Investment Options.
2020’s
  • KeyInvest consolidates its business through the divestment of its retirement village business to focus on core financial services.
  • KeyInvest merges with Australian Friendly Society Ltd, bringing together two friendly societies with a strong presence in the Australian funeral bond market.
  • KeyInvest completes Australia’s first Additional Tier 1 Capital Raising by a friendly society and acquires 50% of national non bank lender, Keystone Capital Ltd.

KeyInvest Team

Leadership
Board
Craig Brooke

Chief Executive Officer

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Dion Silvy

Chief Investment officer and Group Company Secretary

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Tiffany Allen

Chief Financial Officer

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Gary Parkin

Group Executive – Distribution Partnerships & Customer Engagement

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Kristie Symons

Group Executive – Strategic Initiatives

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Andrew Meinel

Head of Funeral Bond Distribution

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Tom Huntley

Head of Investor Distribution

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Julian Budden

Head of Risk

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Adrian Elston

Head of Brand, Marketing & Sales Strategy

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William Young

Head of Technology and Programme Management

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