Our Team

At Purplebox we believe we can change the way Financial Advisers interact with their clients, by delivering a truly digital experience.

David Ramsay

David Ramsay

Director

David is the Founder of Purplebox Software, and is a Certified Financial Planner® with more than 30 years in the profession. David brings not only his years of experience as a Financial Planner, but also his understanding of the Financial Services industry and passion for providing clients excellent service and advice.

Cliff Garrels

Cliff Garrels

Director

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.

Jason Broderick

Jason Broderick

CEO

A country boy at heart, Jason moved to Geelong in 2009 to complete a degree at Deakin – focusing on cloud networks, and  software engineering.  From there, Jason has worked various roles in the financial services tech space – from computer hardware systems – through to software solutions.

Jason enjoys his role as CEO at Purplebox Software, focusing on new innovative ideas and improvements to further enhance the client/adviser relationship.

Xiaoxing Mo

Xiaoxing Mo

Development Lead

  Xiaoxing started work for Purplebox in 2019.  Xiaoxing Leads the technical development of the my.solutions platform – developing new technical roadmaps for the system. 

Xiaoxing enjoys weekend adventures across Victoria, and is a gifted photographer. 

 

Mark Dolores

Mark Dolores

Customer Support

Mark began working at Purplebox Software in 2017, where he enjoys the challenges of day to day IT Technical Support, but also providing his own user experience insights to the my.solutions portal.

Mark is currently completing a Bachelor of Information Technology majoring in IT Security.

Want your very own guided tour of my.solutions?

Jason Broderick

Jason Broderick

CEO


       

Schedule a time today to see how Purplebox’s my.solutions can change the way you interact with your clients.  Deliver a high impact visual experience, while automating your compliance obligations.

Schedule a demo today!