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Shaun Costello

Director & Founder / Integrated Wealth

As husband to Mel, father of 8-year-old Oliver & 5-year-old Ariana who are both “very busy” as their grandma likes to put it… Shaun knows how to deal with the BIG problems.

In Business, as a founding partner of CHG Integrated Wealth, he is the same….he wants to solve client’s everyday problems & make sure they feel safe & secure in the knowledge that he has them protected.

Shaun has seen CHG grow from no staff in 2012 to over 25 today and enjoyed every minute of it. His role has morphed in that time from being everything to everyone to now overseeing several parts of the business whilst still ensuring his clients are at the centre of everything he does.

He has a bachelor of business majoring in accounting and finance & has completed his CPA accreditation. Further, with the firms focus on Integrated Advice, he has a Diploma in Financial Planning so he can help clients on a wide range of financial & tax matters.

Specialisation

  • Tax and Accounting
  • SMSF
  • Business Advisory

Qualifications and Awards

  • Bachelor of Business (Accounting and Finance)
  • CPA
  • RG146 SMSF
  • Diploma Financial Planning
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Quick Questions with Shaun

Are you messy or organized?
Organised mess

Best vacation you’ve been to?
Vegas all-up Cabo to recover

If you could only drink one beer for the rest of your life, what would it be?
Heineken 

If you were on death row, what would your last meal be?
Pepperoni Pizza 

Motto or personal mantra?
If it was easy everybody would be doing it 

What advice would you give to recent new hires?
Hard work always wins 

What are your hopes for our industry?
Extremely bright if you continue to evolve & adapt 

What books are at your bedside?
Mr Men, Star Wars & whatever else the kids bring home 

What does true leadership mean to you?
Your actions match what you say you are going to do 

What is an ability you wish you had?
Photographic memory 

What is the last joke you recall?
Why did the chicken cross the road.. to prove he is not a goose! (about 100 times of late from Oli) 

What is your favourite movie?
Good Will Hunting 

What phobias do you have?
Any sort of handyman work 

You’re happiest when?
Relaxing with Mel & the kids.