At Purplebox we believe we can enhance the way Financial Advisers interact with their clients, by delivering a truly digital experience.
Director - CoFounder
David is CoFounder Purplebox and Principal Financial Planner. He is a Certified Financial Planner® with a Commerce Degree.
David brings over 30 years of experience in providing Financial Planning services to clients – and has help shaped the software Purplebox delivers.
Cliff has played a leading role in the development of the new technologies into both Government and Financial Services organisations.
Cliff is married with 3 children, is a keen mountaineer and water-skier.
CEO - CoFounder
Jason moved to Geelong in 2009 to complete a degree at Deakin – focusing on cloud networks, and software engineering. From there, Jason CoFounded Purplebox with David, driving the growth of the business.
Jason enjoys his role as CEO at Purplebox, focusing on new innovative ideas and improvements to further enhance the client/adviser relationship.
Xiaoxing started work for Purplebox in 2019. Xiaoxing Leads the technical development of the Purplebox software platform – developing new technical roadmaps for the system.
Xiaoxing enjoys weekend adventures across Victoria, and is a gifted photographer.
James joins Purplebox after completing his Bachelor Degree in Cyber Security in 2019.