Authorised Financial Services Provider · FSP 7183

Thirty-Five Years Of Independence Speaks For Itself.

Geoffrey Brian Roberts has advised clients without institutional bias for over three decades — no holding company, no provider affiliation, no agenda beyond your long-term financial wellbeing.

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35+

Years in Practice

Provider Partners

100%

Independent Advice

Office Locations

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Who We Are

About GBR & Associates

Geoffrey Brian Roberts is a fully independent financial advisor with over 35 years of experience running his own practice. He is not affiliated with any holding or sister company, nor beholden to any life assurer or financial institution.

“This independence allows me to offer objective, personalised advice across a wide range of financial products — putting the client’s needs first, always.”

GBR & Associates is authorised by the FSCA under Licence No. 26/10/7183. Serving clients from offices in Johannesburg (Lonehill) and on the KwaZulu-Natal North Coast (Salt Rock) — Geoffrey brings expert independent advice wherever you are.

Geoffrey holds professional indemnity cover and operates with full transparency, earning income through commission paid by product providers — never through hidden fees or undisclosed arrangements.

Product Providers We Work With

Compliance Officer

Oracle Compliance (Pty) Ltd
Leonardo D’Onofrio & Erika Gace
3rd Floor, 24 Whiteley Road, Melrose Arch, Johannesburg, 2196
Tel: (011) 100 2551 · info@oraclecompliance.co.za

What We Do

Financial Services Tailored to You

We are authorised to advise and act as intermediary across a comprehensive range of Category I financial products.

Long-Term Insurance

Life cover, disability, severe illness and income protection across all subcategories — tailored to your life stage and obligations.

Retirement & Pension

Retail Pension Benefits and Pension Fund Benefits structured to build and preserve wealth across every phase of your retirement journey.

Collective Investments

Participatory interests in collective investment schemes structured around your risk profile, time horizon and financial objectives.

Health Service Benefits

Medical aid and health benefit guidance ensuring appropriate cover with the right balance of cost, scope and long-term protection.

Deposits & Savings

Long-term and short-term deposit solutions that grow and protect capital through carefully selected products from reputable institutions.

Independent Counsel

With no provider ties, every recommendation comes from the full market — chosen solely on what best serves your circumstances and goals.

Regulatory

Intermediary Disclosure

Waiver of Rights

As an authorised Financial Services Provider, GBR & Associates may not request or induce in any manner a client to waive any right or benefit conferred by or in terms of any provision of the General Code of Conduct.

Conflict of Interest

Indirect consideration may from time to time be received from product providers. A gift register is available for inspection upon request. A conflict-of-interest policy is available on request.

Complaints Process

You have the right to lodge a complaint if your rights have been prejudiced. Unresolved complaints may be directed to the FAIS Ombud:
info@faisombud.co.za · 0860-006 3247

FICA Obligations

GBR & Associates is an accountable institution under FICA. We identify and verify clients, maintain records of verifying documents, and report suspicious or unusual transactions.

Authorised Product Categories

Category Description	Advice	Intermediary Services
Long-Term Insurance — Subcategory A	✓	✓
Long-Term Insurance — Subcategory B1	✓	✓
Long-Term Insurance — Subcategory B2	✓	✓
Long-Term Insurance — Subcategory B2-A	✓	✓
Long-Term Insurance — Subcategory B1-A	✓	✓
Long-Term Insurance — Subcategory C	✓	✓
Retail Pension Benefits	✓	✓
Pension Fund Benefits	✓	✓
Participatory Interests — Collective Investment Scheme	✓	✓
Health Service Benefits	✓	✓
Long-Term Deposits	✓	✓
Short-Term Deposits	✓	✓

Get In Touch

Let’s Start a Conversation

Physical Address

Thembi Place Office Park, Unit 54
15 Calderwood Street, Lonehill
Johannesburg, 2062

Postal Address

Post Suite 42, Private Bag X2
Dainfern, 2055

Telephone

010 001 2591

Mobile

082 442 1100

Main Office

Johannesburg

Lonehill, Gauteng

Thembi Place Office Park, Unit 54

North Coast Office

Salt Rock

KwaZulu-Natal

By appointment

gbr@acenet.co.za

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By submitting this form you confirm you have read the intermediary disclosure provided by GBR & Associates. All information is treated in strict confidence in accordance with POPIA.