Our Team

Gerry Slora
Gerry Slora Founder

With over 31 years’ experience in the financial services industry, Gerry has encountered most situations and markets. He believes that successful financial planning is a truly personal experience so trust and experience are essential. 

Gerry founded Davidson Pert with clients’ needs at the centre. He aims to ensure that his clients have access to all the information and advice they need to undertake meaningful financial planning. Gerry is able to support clients as they move through the different stages of their life and their circumstances and needs change over time. Benefitting from a wealth of experience, he can offer clear advice in relation to a number of key areas:

  • Accumulation of wealth – Tax efficient investments, saving for retirement
  • At retirement – Planning for a sustainable income in retirement, consolidation of pension funds
  • Succession Planning – Future proofing of wealth through sensible inheritance tax planning, ensuring that money is passed effectively to the next generation.

Gerry has built a team to support clients in all areas of financial advice and, most importantly, ongoing financial review. None of us know where the future is going to take us but, by setting financial goals and regularly reviewing them, we believe most people can reach the retirement they deserve.

Practice Support Staff

As the practice has grown, it has been supported by an experienced team that assist in the ongoing servicing and administration of Davidson Pert clients. 

The support team help to ensure the smooth running of the Practice on a day-to-day basis and are often the first point of contact for any clients’ queries. They are experienced in all areas of business administration, including the processing of new business, compliance and dealing with existing and new clients on a daily basis.

Katherine Duerden
Laura Turner Senior Administrator

Laura has 15 years as an experienced administrator and paraplanner. She ensures that the processing of business runs smoothly and assist with the preparation of client reports and recommendations. 

She is extremely knowledgeable in all areas of financial planning and assists with client queries on a day-to-day basis.

Elga Crump
Elga Crump Personal Assistant to Gerry Slora

Elga has over 30 years’ experience within the Financial Services sector and has worked alongside Gerry for the last 11 years. She is responsible for arranging his client meetings and ongoing reviews and will often be your first point of contact. 

As an experienced administrator, Elga also has a wealth of experience in all areas of business processing and compliance.

Laura Turner
Katherine Duerden Administrative Assistant

Katherine is the newest member of our team, having joined the practice in 2019. 

Katherine provides valuable administrative and back-office support to all of the team on a daily basis that helps them to provide a high level of service to their clients. 

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