Driving sustainable operational performance in financial services.
Management Consultants · Est. 2004 · Sydney, Australia
Learn More
Driving sustainable operational performance in financial services.
Management Consultants · Est. 2004 · Sydney, Australia
Learn MoreThe Waterman Partnership has been delivering measurable performance improvements to financial services organisations since 2004. Our work spans insurance, superannuation, and banking — from front-line operations to executive leadership.
We specialise in implementing practical, sustainable change. Our approach combines rigorous analytical frameworks with deep operational expertise to deliver results that last — not just during the engagement, but long after we've left.
Our experience covers the full breadth of financial services operations: underwriting, claims, contact centres, treasury, trade services, payments, mortgages, and account servicing — across Australia and internationally.
"The results from the work performed have created significant measurable improvements to the bottom line — generated from both growth initiatives and operational cost reduction."
Our team has delivered projects across the Asia-Pacific region and beyond, giving us a deep understanding of how financial services operations vary across markets and regulatory environments.
Sydney, Melbourne, Perth — insurance, superannuation and banking across all major institutions.
5 years based in Singapore. DBS Bank operations across Singapore, Hong Kong, China and India.
Standard Chartered Bank and China Life Insurance projects across Hong Kong, mainland China.
Ayudhya Life Insurance (CMG) — operational performance improvement in the Thai insurance market.
Development Bank of Singapore operations spanning India as part of multi-country engagement.
London Underground and Bombardier Transportation projects via Michael FitzGibbon's engineering background.
The Waterman Partnership works with clients to optimise operational performance by applying a tried and tested Work Management System (WMS). Effective application of WMS tools and behaviours drives results — enabling productive use of resources and customer satisfaction through optimised service and quality.
Good tools and measurements account for only 20% of results. The behaviours and culture of an organisation drive 80%. Our approach focuses on building the right behaviours at every level — from the front line to the boardroom — supported by the right tools, not the other way around.
Managing Director
Jason has been active in leading change management programs at all levels in both local and international environments since 1992. As an implementation and training specialist, he has managed numerous projects changing work practices at the front line.
His experience spans insurance (underwriting, new business, policy maintenance, renewals, claims) and banking (treasury, trade services, payments, credit, mortgages, contact centres) across Australia and Asia.
Jason has worked in the financial services industry for over 30 years, delivering sustained improvements for major insurers, superannuation funds, and banks.
Senior Consultant
Michael holds an Honours Degree in Electrical Engineering. Following a career as an engineer and project manager, he has worked as a consultant across rail, marine, telecommunications, banking and insurance since 2002.
An accomplished software developer, his technical background is a major asset in financial services — enabling him to build tools that seamlessly integrate with any organisation's existing systems.
Michael specialises in understanding complex products, modelling performance, and developing new practices and procedures that deliver measurable improvements to service, quality and productivity.
Our team has delivered successful projects for some of the world's leading financial services organisations — across insurance, superannuation, banking, and regulation.
The Waterman Partnership works in close partnership with POSS-e, a boutique management consultancy specialising in insurance operations optimisation and proprietary software solutions.
POSS-e combines management consulting with a purpose-built web application to help insurance businesses streamline underwriting, claims, and support functions. Services include organisational design, compliance reporting (ASIC, APRA, Life Code), forecasting, resource planning, and data science solutions including machine learning.
Visit poss-e.com →About
The Waterman Partnership Pty Ltd is a specialist management consulting firm focused exclusively on operational performance improvement in financial services. With over 30 years of experience, we deliver practical, sustainable results.