Alpine’s Wealth Management team is focused on investment advice solutions. Highly experienced advisors simplify a complex investment landscape, directing clients to tailored investment opportunities. Our focus is on high-net-worth individuals, family offices, independent financial advisors and institutional investors.

Our Clients

  • High Net Wealth Investors – Portfolio construction across all asset classes and risk profiles. Offering personal investment solutions to each client.
  • Independent Financial Planners – bespoke portfolio construction and review services to enhance financial planners’ investment selections for their clients.
  • Institutional Broking – Linking institutional investors to listed companies, industry experts, customer feedback, and valuable data sources.

Wealth Management Capabilities

  • HNW Investment Advice – Full-service stockbroking through to tailored execution services to work alongside experienced investors.
  • Multi Asset Class Portfolios (MAP) – Complete digital solution, actively managed, risk-profiled, research-backed portfolios constructed using low fee, ASX-listed ETFs, with a +10-year history of robust returns.
  • International Trading - Partnered with FinClear Services, to provide cost-effective access to 32+ international markets including he US, UK, European and Asian markets.
  • Corporate Deal Flow – Our highly active corporate and institutional sales teams and deep ties within the broader Australian and international investment community provide our clients with access to corporate deal flow in listed and unlisted companies.
  • Execution & Reporting – Our advisors offer professional trade execution for independent decision-makers, alongside account set-up and full reporting options.

Portfolio Construction Strategy

A Core Portfolio and Satelite Portfolio provides a simplified portfolio construction for our clients:

Core Portfolio

Forms a substantial portion of a client's investments, aiming for stability, consistency, and long-term growth. It centres on broad market exposure and typically follows a lower-cost buy-and-hold strategy to capture overall market returns.

  • MAP Portfolios or bespoke portfolio construction

Satellite Portfolio

Provides specialised investments for higher returns, featuring targeted exposures and increased active management. They enable agile decision-making and tactical allocation based on market conditions, opportunities, or investment themes.

  • Corporate deal flow
  • Small and mid-cap ECM transactions
  • Pre-IPO and unlisted opportunities
  • Alternative investments
  • Fund manager opportunities

Thomas Schoenmaker

Executive Director
Head of Wealth Management

Focus: Thomas founded Alpine (formerly known as Wentworth Securities) in 2012, specialising in Wealth Management. As CIO, he has managed the Multi-Asset Class portfolios (MAP) since inception, with over a decade of strong returns. His background also includes expertise in small to mid-caps and pre-IPO investments, alongside director roles in early-stage innovation accelerators.

Finance Experience: 25 years

Qualifications: Bachelor of Business – Finance & Marketing. RG 146 Certified. Derivatives Accreditation – 1.

Previous Roles: Morgan Stanley Dean Witter (MSDW) London. Merrill Lynch – London. Wilson HTM (now Wilson Advisory - Sydney). Macquarie Bank – Private Wealth - Sydney


Mark Rothlin

Senior Advisor

Focus: Providing wealth management advice to high net wealth investors and family offices. Mark looks to build tailored investment strategies for clients by delivering investment solutions across multiple asset classes. Mark believes capital preservation and appropriate risk adjusted returns are core to any investment strategy framework.

Finance Experience: 17 years

Qualifications: B. Bus/Fin, Master Applied Finance (MappFin), RG 146 Certified, Derivatives ADA 2

Previous Roles: Bell Potter, Ord Minnett, Macquarie Bank – Private Wealth.


Will Lawson

Senior Advisor

Focus: Will joined in 2020, working as specialist in Wealth Management and Capital Markets. Will is on the Investment Committee for the Multi-Asset Class portfolios (MAP) and the Review Panel for the Approved Products List. His background includes Fixed Income, Derivatives, Foreign Exchange and Equity trading, together with investment and advisory experience in early-stage innovation, Venture Capital, Private Equity, pre-IPO and listed transactions. He is also a Co-Founder, Partner and Investment Committee Member of Seed Space Venture Capital, a specialist early stage Fintech investment fund.

Finance Experience: 36 years

Qualifications: MSAFAA, Dip.FS, Accredited Derivatives Advisor (Level 1 & 2), Margin Lending - RG 146 Certified

Previous Roles: UBS (Potter-Warburg, SBC Dominguez Barry), NAB, Credit-Suisse, SGB (WBC) – Interest Rates, FX, Equity Trading and Executive Management. Morgans – Private Wealth.


Catriona Crookes

Executive Assistant

Focus: Catriona's extensive experience encompasses client and advisor support, administering client accounts, managing portfolios, office systems, back-office operations, client inquiries, and facilitating communication with clients and accountants for reporting. She also oversees compliance in client communication and draws on her organisational skills gained from startup and corporate settings, specialising in agribusiness, marketing, and banking.

Finance Experience: 10 years

Qualifications: Bachelor Business of Agricultural Economics (Hons)

Previous Roles: Sparklabs Cultiv8 – Commercialisation Manager - Orange/Sydney, ANZ Bank – Food Beverage & Agriculture - Sydney, Norland Pastoral Company - Moree