About Us
Our History
Oakridge Superannuation
Oakridge was founded in Ballarat in 2001 by Ian Boyle, a CPA with deep expertise across accounting, share markets, and property development. Ian established the firm with a vision to deliver expert, client-focused accounting services tailored to the real needs of Australian individuals and businesses.
Over the past two decades, Oakridge has grown into one of Ballarat’s most respected accounting practices. In 2018, Falgun Patel was appointed Joint Director, and in 2023 he became the sole owner and CEO — continuing the firm’s legacy of excellence while embracing modern technology and progressive practices.
Today, Oakridge operates from its premises at 36 Production Drive, Alfredton VIC, serving clients across Ballarat, regional Victoria, and beyond.
Together We Explore
Our Team
At Oakridge Superannuation Services, our years of experience in accounting, taxation, and Self-Managed Superannuation Funds (SMSFs) have enabled us to deliver trusted financial solutions tailored to the unique needs of individuals and businesses. Our dedicated team combines technical expertise with a personalised approach, ensuring every client receives practical advice, accurate compliance support, and strategies designed to achieve long-term financial success.
We believe exceptional accounting goes beyond meeting compliance obligations – it’s about building lasting relationships founded on trust, transparency, and attention to detail. Whether it’s tax planning, bookkeeping, business advisory, or SMSF administration, we work closely with you to simplify financial complexities, maintain compliance, and provide the confidence to make informed decisions. With Oakridge as your trusted partner, you can focus on growing your business while we take care of your accounting and financial responsibilities.
MISSION
To deliver personalised, ethical, and forward-thinking accounting services that help individuals and businesses navigate their financial affairs with confidence — while maximising every lawful advantage available to them.
Why Choose Us?
Over 20 years serving the Ballarat community
CPA - QUALIFIED TEAM
Fellow of CPA Australia (FCPA) leadership
REGISTERED TAX AGENTS
authorised to act on your behalf with the ATO
SMSF SPECIALISTS
deep expertise in self managed superannuation fund administration
XERO GOLD PARTNER & QUICKBOOKS ADVANCED ADVISOR
cloud accounting specialists
PERSONALISED SERVICE
you deal with qualified professionals, not junior staff
PROACTIVE ADVICE
we identify opportunities year-round, not just at tax time
Sustainability
"Building a Sustainable Future"
We are committed to environmentally responsible practices that reduce our impact and promote a greener, more sustainable future.
Our Approach
At Oakridge, we believe accounting is more than compliance. We take time to understand each client’s unique situation — whether you’re a tradie just starting out, a medical professional building wealth, or a business owner planning your exit — and tailor our advice accordingly.
We combine proven expertise with modern cloud-based technology to deliver fast, accurate, and accessible services. Our clients can access their financial data anytime via Xero or QuickBooks Online, and our team is always available to answer questions and provide proactive guidance.
PARTNERS
Our Partners
Together, We Create Better Business Outcomes
By the Numbers
Your Proof of Partnership
